1. Overview

    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.

  2. Using the system

    Please note if placing instructions to buy or sell using our Online Management Service, we must receive your instructions before midnight on the business day before the next dealing day. Our dealing days are Tuesday and Friday. Instructions placed on a bank holiday, will not be placed the next dealing day and will not be carried out until the following available dealing day.

    • If you do not have a Baillie Gifford Investment Trust Share Plan, ISA or Children’s Savings Plan* you can apply here.

    • If you are a Baillie Gifford Investment Trust Share Plan, ISA or Children’s Savings Plan client who has not registered for an online account you will need to complete an Existing Client Registration.

    • If you are a registered user please log in as normal.

  3. Help and Information

    Please note that once you create your new password, it will expire after a period of 180 days and you will be prompted to change this when logging in after this date. Also please be aware that the system is case sensitive when registering your details.

    For information on how to use our Online Management Service please download our Quick Start Guide.

    Using the switching facility - for information on how to switch between investment trusts via the Online Management Service please download our factsheet.

    Our Further Information document should answer any questions you have, but if you require any further assistance please contact our Client Relations team, who are available from 9am to 5pm Monday to Friday, by calling 0800 917 2112 (your call may be recorded for training or monitoring purposes) or by emailing trustenquiries@bailliegifford.com.

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

     

  4. Tax Reporting

    In order to fulfil our legal obligations in respect of certain tax regulations we are required to collect mandatory information about your tax residency. We require you to provide a self certification including, if you are not resident for tax purposes in the UK, details of the tax reference number of all individual shareholder’s within the plan – contained within the application form where appropriate. We reserve the right to refuse your application or transfer of shares until we receive a declaration as to your tax residency in the form prescribed by us. Under certain circumstances we may be required to report your personal details along with details of your Investment(s) to HM Revenue & Customs (HMRC). This information may be passed on to other jurisdictions tax authorities such as the Internal Revenue Service (IRS) of the US if you are a US person.

    We will send you a self-certification form by post for completion and return under separate cover. Under certain circumstances, including if you do not return this form, we may be required to share information on your account with HMRC.