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 that we will be carrying out maintenance of our Online Management Service from 00:00 on Friday 16 June to 16:00 on Sunday 18 June and 18:00 on Saturday 24 June to 23:59 on Sunday 25 June. You will be unable to access the service during these periods. In addition maintenance will also be carried out on our system which allows you to view documents, this will be carried out from 18:00 on Friday 23 June to 23:59 on Sunday 25 June. Please accept our apologies for any inconvenience caused. Please note that when logging back on to the system, you may need to refresh your browser, you can do this by pressing the F5 button on your keyboard.

    • 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 OMS – please refer to our Supplementary Information Document for your product:
    - Investment Trust Share Plan - Supplementary Information
    - Investment Trust ISA - Supplementary Information
    - Children's Savings Plan - Supplementary Information

    If you have any questions or 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.