From 5 June 2023, all new investments have one tiered charging structure that is based on the value of all products held on our investment platform. It is known as:
- the Service Charge on the ISA, Junior ISA and Collective Investment Account, and
- the Product Charge for the Collective Investment Bond and Collective Retirement Account.
There are no hidden extras, so we don’t charge you for making changes to your investments or taking income when you need it.
|Total amount invested||% Charge|
|£50,000 to £250,000||0.25%|
|£250,000 to £750,000||0.20%|