Portfolio Management Service
Managed Investment Service
Contact us on +44 (0) 20 7337 0777 or send us an email at [email protected] to find out more about our Managed Investment Service charges or alternatively fill out the form below to download the rate card.
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Advised Investment Service
Contact us on +44 (0) 20 7337 0777 or send us an email at [email protected] to find out more about our Advised Investment Service charges or alternatively fill out the form below to download the rate card.
Incidental Charges
Payments out | 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 |
Certificated Trades | £25 |
Unauthorised Debit Balances | Interest charge at 9% 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.
