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Costs & Commission - Maxi ISAs |
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This table shows how much it will cost to invest in an Allianz Global Investors Maxi ISA, and the minimum and maximum investments clients can make. It also shows the commission you, as a Financial Adviser, could expect.
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Investment Funds |
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Investment Trusts |
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Lump sums |
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Minimum Investment |
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£1,000 |
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£1,000 |
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Minimum per fund/trust |
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£1,000 |
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£1,000 |
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Maximum Investment per tax year |
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£7,000 |
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£7,000 |
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Minimum top-up |
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£1,000 |
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£500 |
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Maximum no. of funds/trusts |
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7 |
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7 |
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Monthly Investments |
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Minimum Investment |
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£200 |
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£50 |
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Maximum Investment |
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£583.33 |
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£583.33 |
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Direct debit collection date |
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28th of each month
(or next business day) |
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10th of each month
(or next business day) |
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Investment date |
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28th of each month
(or next business day) |
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17th of each month
(or next business day) |
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Withdrawals |
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Minimum remaining balance |
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£500 |
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£1,000 |
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Charges |
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Initial charge |
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3%(1) |
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- |
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Annual |
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0.5 - 1.75% varies
from fund to fund |
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£30 + VAT per annum(4) |
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Buying charge |
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- |
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0.5% + 0.5% stamp duty |
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Selling charge |
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- |
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0.5% plus £20
+ VAT admin charge |
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Switching discount |
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2% ie pay 1%(1) |
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0.5% plus buy 0.5% of proceeds
to be reinvested + 0.5% stamp duty |
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Dividend Reinvestment |
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1% |
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0.5% + 0.5% stamp duty |
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IFA Commission |
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Initial |
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3%(2) |
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Up to 3%,
as agreed with your client |
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Renewal |
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0.5%(3) |
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N/A |
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