Please note that these Terms and Conditions are in addition to the standard Terms and Conditions for the BrokerLine Share Dealing and Self-Select ISA service and do not replace them.
- The Elite Service is provided by NatWest Stockbrokers Limited (NWS) and is offered at their sole discretion.
- To qualify for Elite, you must have at least £250,000 in assets (shares and cash) in your BrokerLine Share Dealing Account* or have paid £2,500 or more in commission in the calendar year.
- Your membership level for each calendar year will initially be determined by the amount of commission you paid in the immediately preceding calendar year and/or the value of assets in your BrokerLine Share Dealing Account on or around the 31st of December of the immediately preceding calendar year.
- For downgrades we will review your membership level each year on or around the 31st of December and where appropriate we will upgrade or downgrade your membership level in January of the next year. We will write to you at least 14 working days before we make such a change.
- In addition to the annual review on the last business day of each month, we will review your trading for the current calendar year and asset values and, if appropriate, we will upgrade you to a higher membership level as soon as practicable.
- In calculating commission paid we will include commission charges but will exclude all other charges.
- Elite is only available with Share Dealing Accounts and is not available on "Estate of" accounts.
- NWS reserves the right to alter or withdraw the Elite service at any time without prior notice.
*Accounts cannot be linked