Managed Investment Service
Advised Investment Service
BACS – No Charge
Transfers out (in all cases cash is viewed as a single security. Stamp duty may also be applicable)
£25 per security
Legal Entity Identifier Fee
£70, plus VAT
Unauthorised Debit Balances
Interest charge at 15% over Barclays Bank Base Rate, or 20%, whichever is higher
Online reports are made available through our client portal, and through our App, which is available for download in the Apple or Android stores. Please speak to your Investment Manager if you require any help.
Reports available online currently include: Contract Notes, Statements, Tax Vouchers, Capital Gains Tax reports and Pension illustrations.