1Investments

Welcome to the Investment Hub

Introducing the Investment HubThe Investment Hub puts you in control, allowing you to invest and manage your investments at any time online.

There are two ways to invest on the Investment Hub;�� By choosing your own investment; or�� Using our Digital Investment Adviser.

Choosing your own investment If you’re comfortable making your own investment decisions all that’s left to do is to decide how much you’re going to invest and which fund to invest in. You can invest either monthly or with a one-off lump sum or you could do both, it’s entirely up to you.

Log on to your Investment Hub to select your fund.

Three routes to choose your investment: Ready-made funds from Santander Asset

Management Choose from Santander Asset Management

funds

From a wide range of funds in the UK marketplace

Using our Digital Investment AdviserIt’s a simple and affordable online recommendation service, which will take you through the steps and recommend if investing is right for you at this time.

You can get personal investment advice from the comfort of your own home in around 25 minutes, making it quick and convenient for you. Our advice is restricted to a limited range of Santander Asset Management funds.

�� Invest from £500 to £20,000, or

�� Set up monthly payments from £20�� Buy your report containing our

recommended investment fund for just £20

To access log into your Investment Hub account and access the new Digital Investment Adviser from your homepage.

The value of investments and any income from them can go down as well as up and you may get  back less than the full amount you invest.

With the Investment Hub you can:View �� View a summary of your investments

and look at the details of where they’re invested and how they’re performing.

�� See the latest valuation of your investments at product and fund level.

�� View your statements and documents connected to the Investment Hub in your document library.

�� See your transaction history for all your open investments.

Transact�� Buy, switch or sell investments when

it’s convenient for you.�� Set up lump sum and regular payments

in to and out of your accounts.�� Invest in a Stocks and Shares ISA and/or

an Investment Account.

Manage�� Set up and amend your investment

Direct Debits.�� Move investments you have elsewhere

into the Investment Hub.

Stay safe�� Update your phone number, address

and other personal details.�� Update your security settings

(e.g. password and PINs).

Choose to go paper-free�� Reduce the amount of paper we send

you, and select to go paper-free. All Investment Hub documents will be in your document library.

Before you decide to invest, please make sure that you have read the Santander Investment Hub - Terms and Conditions and Santander Investment Hub - Key Features Document (including Fees, Charges & Interest rates and Best Execution Policy). Copies of these can be found in your document library.

The simplest way to access the Investment Hub is to log on to Online Banking and click on Investment Hub.

If you’ve already signed up to Online Banking, you don’t need to do anything as you’ll automatically be able to see your investments alongside your other accounts in Online Banking.

The Investment Hub will open in a new, secure window. For your security, the Online Banking and Investment Hub windows will time out at separate times if you don’t interact with them.

Signing up to Online BankingYou can sign up to Online Banking:�� via santander.co.uk if you have a

banking or savings account with us and a mobile phone.

�� by calling us on 0800 9 123 123. Our helpdesk is open Monday to Saturday 7am to 9pm and Sunday 9am to 9pm.

Forgotten your Online Banking log on details?If you’ve forgotten your Online Banking log on details, you can reset these by clicking on ‘forgotten your details or unable to log on’ on the log on page on santander.co.uk. You’ll need your account number and the mobile phone which is registered to your Online Banking. If you don’t have these, please call the helpdesk on 0800 9 123 123.

Accessing the Investment Hub

For more information on Online Banking visit santander.co.uk/register

Using the Investment HubThere are some useful tips in our online demo videos to help get you started.

Overview of the Investment Hub summary page1 To see the accounts you hold and their

respective value, select the ‘My investment portfolio’ tab.

2 To see guides and videos, click on ‘Help’.

3 To get access to your document library and manage your preferences and personal details, click on ‘Settings’.

4 If you have any unread notifications, the envelope icon will show you the number of unread messages.

5 The doughnut shows the value split of each account in your Investment Hub portfolio.

6 To get more information on each account, click on the relevant account or use the drop down box under ‘My investment portfolio’ tab 1

7 To buy, sell or switch investments, use the ‘My options’ drop down box

8 From here you can choose to add another account.

9 Click to browse all funds available on the Hub and create or review your favourites list.

Click here to access the Digital Investment Adviser.

Click on the Investment Hub to link through from your Online Banking home page. If your investments are not visible straight away click on ‘Add, remove or rename an account’.

Existing accounts

Value Invested

£0.00

£0.00

£0.00

£1,763.69

£24,675.83

£84,450.00

£9,265.19

£2,850.00

£70,100.00

£24,675.83

£84,450.00

£11,028,88

£2,850.00

£84,786.96£14,686,96

£16,450.65 £191,341.02 £207,791.67Total

Cash Only Account

Stocks andShares ISA

DirectDebit

InvestmentAccount

University fund

Value in cash Total

My options

My options

My options

My options

My options

Mr JOHN SMITH

1

2 3 4

5

6

7

8

910

10

Santander Stkmkt 100 Trk Gth UT RA £14,725.46 £15,743.16 £1,017.70 97%

£100.00 £98.96 -£1.04 1%

£62.00 £64.63 £2.63 0%

£33.00 £34.24 £1.24 0%

£14.00 £13.80 -£0.20 0%

£12.46 £12.64 £0.18 0%

£0.10 £0.10 £0.00 0%

£15,252.02 £16,272.53 £1,020.51 100.00%

£305.00 £305.00 - 2%GBP Cash

Jupiter Strategic Reserve | Inc

Aberdeen Asia Pacific Equity | Acc

Aberdeen Asia Pacific Equity | Inc

Santander Max 70% Shares Pfl RA

Santander Atlas Portfolio 7 RA

Santander Investment Inc Pfl RI

TotalTotal

Name Total cost Current value Charge in value % of Stocks and Shares ISA ?

Mr JOHN SMITH

Example of an investment page for a Stocks and Shares ISA1 Click on ‘My options’ to buy, sell, or

switch investments.

2 To see the performance of your account, select the ‘Performance’ tab.

3 The ‘My investments’ tab shows the split of each investment and cash held in the account.

4 The icon next to the fund’s name gives you additional information. You can also invest more into the selected fund or sell some or all of it.

1

23

4

LIFE

1043

NOV

18 H

Santander is able to provide literature in alternative formats. The formats available are: large print, Braille and audio CD. If you would like to register to receive correspondence in an alternative format please visit santander.co.uk/alternativeformats for more information, ask us in branch or give us a call.

Santander ISA Managers Limited. Registered in Scotland No.SC151605 at 287 St Vincent Street, Glasgow G2 5NB, United Kingdom. Telephone 0800 328 1328. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 171448. Santander UK plc. Registered Office: 2 Triton Square, Regent’s Place, London, NW1 3AN, United Kingdom. Registered Number 2294747. Registered in England and Wales. www.santander.co.uk. Telephone 0800 389 7000. Calls may be recorded or monitored. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Our Financial Services Register number is 106054. You can check this on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/register. Santander, Santander Investment Hub and the flame logo are registered trademarks.

Talk to us in branch santander.co.uk/uk/investments

To find out more

For more information visit santander.co.uk/uk/investments and view our Investment Hub demo videos to see how easy it is to use the Investment Hub.

0800 328 1328