These charges are based on the value of assets held with your accounts; charges are taken pro-rata half-yearly in arrears. The fees are reduced by any trading commission charged during the billing period.
Fees per annum
Next £250,000 Next £500,000 Over £1m
0.35% 0.20% 0.15% 0.075%
Online Direct Investment Service
Free or £100 + VAT (per year)*
*Free for clients with over £30,000, combined assets (excl. joint accounts)
This document provides you with costs and charges information regarding our charges and, where relevant, the costs within an investment product. It is not marketing material. The information is required by regulation and you are advised to read it so you can make an informed decision about whether to invest.
Jargon in financial services can be confusing which makes it hard to compare services or to understand what you will pay. This document from the UK Platform Group identifies the main components of platform charges and explains what these different charges might look like.