If you place 1 or more chargeable share trades across any of your accounts each month we will waive the 0.35% platform charge for that month on your stocks and shares holdings (Stocks & Shares Platform Charge normally capped at £240 per annum, charged pro rata monthly in arrears).
We offer tiered charging.
0.35% per annum on first £250,000 of funds held across all accounts.
0.20% per annum on funds between £250,000 and £500,000.
0.15% per annum on funds between £500,000 and £1m.
0.05% per annum on funds between £1m and £2m.
All fees on Funds held over £2m will be waived. Fund charges are taken pro rata monthly in arrears.
When transferring to us we will waive our platform charge for 6 months on values of £200,000 plus
From a single instruction only. Six-month waiver period starts from receipt of the transfer-in request. Please claim this offer by contacting us.