Online Management Service

OMS is the online management service offered by Baillie Gifford which enables you to apply for, open and administer an Investment Trust Share Plan, Investment Trust ISA or Children's Savings Plan* online. 

*Please note that a Bare Trust cannot be opened via OMS.  A Bare Trust application form must be completed.
 

Important Information

Before you register for the Online Management Service (OMS), please ensure you and any joint holders on the account have taken the following steps:

You must read the Key Features and Terms and Conditions documents for the plan you are applying for.  These documents can be found within the relevant application pack and contain important information, including details of the risks and charges involved.   You must retain a copy of these documents for future reference. You should either print these out or save the file to your hard drive. 

Investment Trust Share Plan and ISA Application Pack 

 


Download the Share Plan/ISA Application Pack		 Children's Savings Plan Application Pack


Download the Children's Savings Plan Application Pack

Application through OMS is not suitable if you have taken advice from an authorised intermediary – if you have taken advice from an authorised intermediary, please complete a postal application form which can be found in the above application packs, or by calling 0800 917 2112. 

Manage your account online

If you are a new user, please confirm that you have read and retained a copy of the relevant application pack before you register 

PLEASE NOTE:  As some of our clients experience problems accessing this system, please adjust your browser setting to temporarily allow pop-ups before proceeding.  Alternatively, add this website to your trusted website list.
 
  
Register for OMS Log in to your account

Seeking Advice

Baillie Gifford does not provide investment advice. If you are in any doubt about how suitable any of these investments are for you, please contact an authorised intermediary for advice.

 

Enquiries

Phone:   0800 917 2112
Fax:        0131 275 3955
Email:     trustenquiries@bailliegifford.com