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Question

What is the difference between a Barclays Stockbrokers client and a SAGA client with regards to how Available to Invest is calculated?

Answer

Saga clients are allocated a higher Permanent Dealing Limit (£50,000) compared to Barclays Stockbrokers clients who get £7,500 at the time of opening an account provided the client has signed a Direct Debit Instruction for settlement purposes.

The calculation of Available to Invest (ATI) is exactly the same.

Please note Barclays Stockbrokers accounts opened after 22 September will no longer have a Permanent/Calculated Dealing Limit included within the ATI calculation, accounts opened after this date will be trading on cleared cash and unsettled sales proceeds only as per change to ATI / Removal of Dealing Allowance.

 

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