As of 9^th October 2025, Schroders Personal Wealth became a fully owned subsidiary of Lloyds Banking Group and therefore will rebrand to Lloyds Wealth (ACD) Limited from the 5^th May 2026

Click here for fund range.

Contact details, account number and agent codes will remain the same

STP Trading

The EMX participant id and product details will stay the same.

Calastone connection details will change from the 5^th May 2026 to LLOYDSWEALTH. If you do not have an existing connection, please refer to Calastone directly to set up connectivity with Lloyds Wealth Management (ACD) Limited.

Electronic re-registration and STP conversions

The Re-Reg connection details will change from 5th May 2026.  To ensure a smooth transition across the two entities we will be restricting dealing via re-reg from Tuesday 28^th April 2026.

The please see the new Equisoft connection details below:

Business Entity BIC – ALUSGB21LWM

BIC 8 –ALUSGB2L

BIC 11 – ALUSGB2LXXX

SWIFT DN – ou=lwm,ou=atgfunds2,o=alusgb2l,o=swift

Bank details

The bank account names will change to Lloyds Wealth Management (ACD) Limited but all other details remain unchanged.