Wrapper | Setup | Annual | Closure |
---|---|---|---|
Direct | Nil | 0.25% (0.20% over £200,000) | Nil |
ISA | Nil | 0.25% (0.20% over £200,000) | Nil |
SIPP | N/A | 0.25% (0.20% over £200,000) | Nil |
No charge to transfer assets 'as is' (i.e. in-specie) elsewhere. |
Asset | Fee |
---|---|
Fund purchases | Nil |
Fund switches | Nil |
Shares | N/A |
Fees include VAT at 20% where marked *.