Investment Dealing Account charges and fees.

Charges and Fees for the SIPP Account

Our Account charges cover the basic ongoing cost to us of managing an Account for you, for example, maintaining records, custody of your investments, preparing information we send to you and making reports to the relevant parties.

Our account charge now includes 4 online trades a year. You are not able to opt out of the inclusive trades. Dividend reinvestments and regular buys through our online monthly dealing service do not count towards your inclusive trades and will continue to be charged separately.

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IMPORTANT! Read the Investment Dealing Account Product Guide and our Charges Guide for all the details and before you make up your mind if our Investment Dealing Account is right for you.

Investment Dealing Account charges and fees

As your wealth grows, the charges you pay to us won’t.

We charge flat fees.

We DON’T charge a percentage of the value of your investments.

So the amounts you pay depend on the accounts you hold, the services you use and how often you use them. Not on your wealth.

Important information

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.

Charges may be subject to change in the future.