ShareSoc

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Viewing 8 posts - 1 through 8 (of 8 total)

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6th November 2025 at 4:54 pm in reply to: Investment club broker #32431
Sandy Forbes
Participant
That’s it our Investment Club have now opened an account and successfully transferred our portfolio from Interactive Investors to GHC Capital Markets. We’re now getting back to the ups, downs and fun of club investment.
23rd October 2025 at 2:45 pm in reply to: Investment club broker #32352
Sandy Forbes
Participant
Our Investment Club also gave up on Interactive Brokers IBKR after their less than helpful, confusing and tortuous account application service. We now have an LEI at the cost of £78 from the London Stock Exchange and we are progressing our Investment Club account application with GHC Capital Markets. I’ll update you as and when we hopefully progress.
26th September 2025 at 9:53 am in reply to: Investment club broker #32127
Sandy Forbes
Participant
Excellent John thank you. You have a lot of people awaiting your work’s results. You see me but there are 16 others in our Investment Club keenly watching too. Future ShareSoc members I’m hoping. Thanks again. Sandy
15th September 2025 at 6:57 pm in reply to: Investment club broker #31987
Sandy Forbes
Participant
It is my understanding that our Banff Rotary Investment Club are consulting our members at our next month end meeting how we will proceed with the IBKR or CFM etc. I will let you know how we get on.
5th September 2025 at 10:45 am in reply to: Investment club broker #31902
Sandy Forbes
Participant
In reply to reply #31901

Hi John

I agree with what you say regarding the size of the company but they are FCA registered. I would also be more comfortable with AJ Bell but I am struggling to see why they would want a business that the current holder doesn’t. None the less fingers crossed.
Cheers
5th September 2025 at 10:17 am in reply to: Investment club broker #31900
Sandy Forbes
Participant
We may have found a broker for Investment Clubs in Capital Financial Markets. It’s not a big firm but here’s some details

CFM Investment Club dealing & custody service
CFM offer an Execution only dealing service for Investment Clubs.
You can trade in global shares that are listed on a recognised investment exchange and similarly virtually all investment funds so long as they are regulated.
You can place orders via telephone or email to our dealing desk.
The charges are:
£7 per trade
0.16% annual custody fee (for a £100,000 portfolio that equates to £160 annual custody charge)

Paul Coffin
Managing Director, Chartered FCSI
t: 0203 697 0560
w: http://www.capitalfinancialmarkets.co.uk
t: 0203 697 0563 – Dealing line
t: 0203 697 0565 – Administration support
e: support@capitalfinancialmarkets.co.uk
Capital Financial Markets Limited
St Albans Administration Office
8 Spicer Street
St Albans
AL3 4PQ
Capital Financial Markets Limited authorised and regulated by the FCA 760840. Company number 8224800 registered in England, Registered address 8 Spicer Street St Albans AL3 4PQ.
2nd September 2025 at 5:26 pm in reply to: Investment club broker #31870
Sandy Forbes
Participant
I received a no from iDealing today but a more positive note from AJ Bell
AJ Bell
Aaron Willsher
0345 543 8929

RE: Investment Club Services
02/09/2025 11:46:01
Good Morning
Secure messages
Thank you for your email. Unfortunately, AJ Bell do not currently offer a Dealing account for an Investment Club. That said,
we are aware 02/09/2025 12:35:04 of Interactive Investors (II) decision to cease offering these account types from Monday 27 October. Given the volume of
enquiries we have received on the matter we are collating key information to present to our Product Team to see if we would consider
offering this new account type, which if approved, would allow you to transfer this account over to AJ Bell. Whilst I cant make any guarantees at this stage, please can I kindly ask you to provide the below information as soon as possible:

· The approximate value of your Investment Club Dealing account
· How many members are involved in the Investment Club
· Whether every member has a unique login to access the account with II or if one member
is designated as the nominated contact for managing the account / receiving all communications
· Any other key information that you think would be useful to pass on, for example, the account set up with II, the
governance of the Investment Club or the initial account application process
If you can return the above information to me as soon as possible then Ill come back to you in due course to confirm
whether we can offer a solution for you.
Yours sincerely
Customer Onboarding Team
1st September 2025 at 6:13 pm in reply to: Investment club broker #31822
Sandy Forbes
Participant
In reply to reply #31815

We are in the same position with II closing down Investor Club services. To date we have only found iDealing to be offering Investor Club accounts
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Viewing 8 posts - 1 through 8 (of 8 total)

Group description:	Our group discuss a wide range of income generating instruments. Quoted dividend paying companies are usually the biggest topic for discussion; but we also discuss dividend paying Investment Trusts (including REITs) and ETFs, bonds (government and corporate), and preference shares.
Meeting Type/Venue:	Meetings are held online via Zoom.
Meeting Frequency/Timing:	Monthly on the 1st Tuesday of the month, from 6:30pm.

Group description:	The aim of this group is to share our investing ideas and experiences across all equity markets, brokers, websites and software to the benefit of us all. We do not discuss sums of money invested but may mention percentages gained and lost. We will rotate the chairperson who is responsible for creating, with member’s help, suitable agendas. We also rotate members to deliver a presentation, lasting between 15 and 45 minutes, on a topic of their choosing.
Meeting Type/Venue:	Meetings are held online via video conferencing.
Meeting Frequency/Timing:	Monthly on the 3rd Tuesday of the month, from 2-4pm.

Group description:	We welcome anyone interested in investments regardless of their level of knowledge and experience.
Meeting Type/Venue:	Meetings are held in a function room of a pub in Beaconsfield New Town.
Meeting Frequency/Timing:	Monthly on the 1st Wednesday of each month at 6pm.

Group description:	Investors of all levels of experience are welcome to join the Farnham (Surrey) group. Convened by David Stredder, who will be known to many as the founder of Mello, organiser of in person investment conferences and virtual Mello Mondays. David is also a director at ShareSoc and has been investing in quoted shares since the 1980s, with a focus on UK small caps. He has an extensive knowledge of UK companies and network of contacts in the investing universe.
Meeting Type/Venue:	Meetings are held at a pub near to the railway station in Farnham, GU9.
Meeting Frequency/Timing:	Meetings are held monthly on the 2nd Tuesday of the month from 11am to 3pm with a break for lunch.

Group description:	Our Group considers both US Small Caps (up to $2bn Market Cap) and Mid Caps (up to $10bn market Cap). Meetings include discussions around buys / sells / watchlists, a short Macro discussion and discussions led by group members on companies or topics of their choice.
Meeting Type/Venue:	Meetings are held online.
Meeting Frequency/Timing:	Meetings are held on the 3rd Monday of the month from 7pm.

Group description:	Our group is interested in sustainable investing and our goal is to identify and evaluate businesses that will thrive through innovation and their transition to a ‘One Planet Economy’. By leveraging the skills of group members, we aim to deeply understand these businesses, particularly focusing on how they develop long-term valuable benefits for their customers. Each year, we plan to evaluate around seven businesses to identify opportunities where our valuation exceeds the market price. A successful outcome is defined as achieving a compound annual growth rate (CAGR), including dividends, of 10% over a decade.
Meeting Type/Venue:	Meetings are in-person in a pub near to Waterloo station in London.
Meeting Frequency/Timing:	Meetings are bi-monthly on a Monday from 10:45am to 4:30pm. Members are expected to also pay for their own lunch which secures the group free use of a private room in the pub. The cost is expected to be £35-40 per person, per meeting, in addition to your SIGnet membership fee.

Group description:	Our focus is on UK listed, high dividend yield individual stocks, although high yield investment trusts/REITS which are of interest to members will also be covered. This group is suitable for members with existing fundamental investing experience (at least 2 years), with a keen interest in discussing in some detail the underlying business, financial performance and future prospects of individual income stock ideas.
Meeting Type/Venue:	Meetings are held online.
Meeting Frequency/Timing:	Meetings are held every 6 weeks from 4pm to 6pm on a Monday.

Group description:	A welcoming group open to all types of investors. Typical meeting content is to have a deep dive presentation on a topic selected by the participants and a session on buy/ sell/ key lessons learnt last month.
Meeting Type/Venue:	In person at a friendly pub close to Piccadilly Circus
Meeting Frequency/Timing:	Monthly during the evening on the first Wednesday of the month.

Group description:	All levels of experience welcome. A typical meeting agenda includes: – Macro Environment – Trades: Members review existing positions and identify securities with promising TA entry patterns or setups and with suitable risk/reward. Any security, long, short, futures, options may be considered. The convener takes actual positions in trades and maintains his own detailed ledger, accurately measuring performance of individual securities and cumulative activity. Members are notified by e-mail prior to the entries or exits that are decided upon. Following each meeting an updated copy of the ledger is circulated together with the next meeting agenda. Members may wish to maintain similar ledgers of their own but there is no obligation to do so. – Technical Analysis: Techniques and systems used in trades. Members can request discussion of particular aspects of TA.
Meeting Type/Venue:	Online via Zoom
Meeting Frequency/Timing:	The first Tuesday of every month from 7 to 9pm

Sandy Forbes

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