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Costs & Commission - Lump Sums and Monthly Investments (outside an ISA)
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This table shows how much it will cost to invest in our funds via the Savings Schemes and the minimum amounts from which clients can start building up their investment and the commission you, as a Financial Adviser, could expect.

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space     Investment Funds   Investment Trusts  
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space Lump sums          
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space Minimum Investment   £500   £500  
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space Minimum top-up   £500   £500  
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space Minimum into any single fund   £500   £500  
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space Monthly Investments          
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space Minimum Investment   £50   £50  
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space Minimum top-up   £500   £500  
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space Minimum per fund   £50   -  
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space Direct debit collection date   28th or next business day of each month   1st business day
of each month		  
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space Investment date   28th or next business day of each month   On or around
6th business day		  
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space Withdrawals          
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space Minimum remaining balance   £500   £500  
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space Charges          
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  Initial charge   4%(1)   -  
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space Annual   0.5 - 1.75% varies
from fund to fund		   -  
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space Buying charge   -   0.5% + 0.5% stamp duty  
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  Selling charge   -   1.0%  
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space Switching discount   3% ie pay 1%(1)   0.5% + 0.5% stamp duty  
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space Financial Adviser Commission          
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space Initial   3%(2)   Up to 3%,
as agreed with your client		  
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space Renewal   N/A   N/A  
 
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space (1) 0% for UK Index Fund and European Index Fund.
(2) Initial commission for the UK Index and European Index Funds is 0%.
 
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 © Allianz Global Investors (UK) Ltd. and RCM (UK) Ltd. 2005 Jump to the top