Employer Reporting Service

The value of investments can fall as well as rise and you could get back less than you invest. If you’re not sure about investing, seek independent advice.

Hassle-free compliance reporting

To meet all regulatory and policy requirements, many investors need to tell their employer about their investment activity. This is especially vital if the employer is regulated and/or listed on a recognised stock exchange.

Our Employer Reporting Service is here to help both employees and employers. 

How we can help

To make sure employees adhere to all relevant policies, we give employers a range of account, transaction and personal information designed to meet their compliance and/or listing requirements.  This information is shared electronically and creates a single view of all employee activity through our platform.

What we report
  • Nominee trade activity
  • Account position activity
  • Account report summary
Benefits of our service
  • Secure and reliable
  • Paperless
  • Time-saving

Eligible employers

If your employer is listed below, we already have an agreement in place to act on your behalf. If your employer isn’t here, you can send your contract notes and statements to them at any time by logging in to our site and accessing your Barclays Cloud It.  

Employers are welcome to contact us to discuss this service in full.

Aberdeen Asset Management
Approved employers
Bain Capital
 
Bank of America ML
Barclays Group
Approved employers
BlackRock
 
Cerberus European Capital Advisors, LLP
Citadel Investment Group
Approved employers
Citigroup
 
D. E. Shaw & Co, LLP
Deutsche Bank Group
Approved employers
Jefferies
 
JP Morgan
Lloyds Banking Group
Approved employers
London Stock Exchange Group plc
 
Man Group plc
McGraw Hill
Approved employers
Millennium Management
 
Moore Capital
NM Rothschild
Approved employers
Royal Bank of Canada
 
Royal Bank of Scotland Group
Standard & Poor
Approved employers
State Street
 
UBS

How to sign up

You can sign up or change your reporting preferences by logging in and visiting the ‘My investment settings’ area of our site.  Please note that:

  • You must agree to use this reporting service for all accounts you have with us
  • You must adhere to all employee obligations under your employer’s personal investment policies
  • If your employment status changes, it’s important to update your preferences straight away.

If you currently need your employer’s approval before buying an investment, you’ll still need to get this if you take up our service.

Why choose us?

Our service is designed to help you make your own investment decisions so you can become a smart investor and take more control over your personal investment career. We can help you achieve success through:

  • Tools, tips, news and expert analysis to help you make more informed decisions
  • Jargon-free information and support to guide and maximise your investment potential
  • Tax-efficient and low cost accounts that suit your individual investment needs. Don’t forget though, tax laws are subject to change. The value of the various benefits to you depends on your personal circumstances
  • A wide range of investment opportunities to help you achieve your specific goals
  • A cutting edge, user-friendly platform that makes executing trades easy
  • 24/7 access on desktop, mobile and tablet
  • Real-time customer support online, via email and over the phone.1

1Call charges may apply. Please check with your service provider. To maintain a quality service we may monitor or record phone calls.

Accounts to suit your needs

Whether you’re an experienced investor or just starting out, we offer a range of investment accounts to suit any situation, investment strategy or life goal. Remember that tax rules might change in future and the effects of tax rules depend on your individual circumstances.

  • Investment ISA - One of the most tax-efficient accounts around. Make an ISA your first choice to invest through
  • Investment Account - Flexible and easy to use. Take advantage of expert tools and research to be a smarter investor
  • Pension Account (SIPP) - Our award-winning account puts you in control of a wide range of tax-effective investment opportunities

The value of investments can fall as well as rise and you could get back less than you invest. If you’re not sure about investing, seek independent advice.


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