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Costs & Commission - PEP or ISA Transfers |
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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 no. of funds/trusts |
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7 |
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7 |
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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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Annual |
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£30 + VAT per annum(4) |
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PEP/ISA Transfer In |
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3%(1) |
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£20 + VAT + 0.5% buying charge
+ 0.5% stamp duty |
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PEP/ISA Transfer Out |
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No charge |
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£20 + VAT + 0.5% selling charge |
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Switching discount |
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2% ie pay 1%(1) |
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0.% of sale proceeds plus 0.5%
of proceeds to be reinvested + 0.5% stamp duty |
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Financial Adviser 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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