Rates & Charges

You’ll find details of these rates and charges here. Alternatively you can download a PDF version below.

  • No fee to open your account
  • No fee to close your account
  • Invest in shares, ETFs & Investment Trusts on our £5.95 online share dealing rate in your first three months *

Investing in Funds (Unit Trusts & OEICs)

Costs for purchasing funds

  • No cost for buying or selling funds with us
  • No cost for changing funds

Minimum investment value

Minimum investment into each Fund of £100 or £25 per month using our Regular Investing facility.

Ongoing costs for holding funds

Below are the ongoing costs that you can expect when investing in funds with us.

Our Platform Fee*

Contributes towards the ongoing costs of custody of your funds with us. Charged twice a year, on or around the first business day of January and July. 

* Additional Account Fees may apply. 

Funds up to £250,000 0.30% per annum
Funds over £250,000 0.20% per annum
Maximum £750 per charge, per account (£1500 maximum per year, per account)

Fund Manager Charges

Charges applied by fund managers are known as the initial sales charge and ongoing fund charge and are payable in addition to our Platform Fee. Please use our Fund Selector for details of individual fund manager charges.

* Invest in shares, ETFs & Investment Trusts on our £5.95 share dealing rate in your first 3 months. After the 3 months, we’ll move you onto our Active (£5.95), Frequent (£8.95) or Standard (£12.50) rate depending on how often you trade.