Stockbroking Fees and Commissions
Nominee Service | Discretionary Management |
| First | £50,000 | 0.375% | First | £250,000 | 0.5% |
| Next | £100,000 | 0.25% | Balance | 0.375% | |
| Next | £200,000 | 0.1875% | |||
| Balance | 0.125% |
| Subject to a minimum annual charge of £125 | Subject to a minimum annual charge of £500 |
Normal dealing commissions will apply to any transactions that we undertake on your behalf and are in addition to annual fees. Fee rates are quoted annually and are charged six monthly in arrears from the commencement date of the service. VAT is payable on all fees.
ISA Charges
Portfolio Value
| Less than £30,000 | 0.75% |
| £30,000 to £45,000 | 0.625% |
| £45,000 to £60,000 | 0.5% |
| More than £60,000 | 0.375% |
Fee rates are quoted annually and are charged annually on the anniversary of the last business day of the calendar month in which the ISA commenced or such date as may be agreed. VAT is payable on all fees. Normal dealing commissions apply in addition to the above fees
Dealing Commissions
British Government Securities (minimum £20)
| 1% | on first | £2,500 consideration |
| 0.3% | on next | £15,500 |
| 0.16% | on next | £982,000 |
| 0.125% | on balance |
Equities, Debentures and Other Securities
(Minimum £20)
| 1.5% | on first | £7,000 | consideration |
| 1.0% | on next | £8,000 | consideration |
| 0.5% | on next | £10,000 | consideration |
| 0.3% | on next | £25,000 | consideration |
| 0.2% | on balance |
Additional £10.00 per bargain for certificated investments.
Certain overseas securities are subject to a minimum charge of £50.
Stamp Duty, Stamp Duty Reserve Tax (SDRT) and VAT will be charged where appropriate and at the prevailing rate and will appear on your trade confirmation.
Valuations and Registrations
Probate Valuations:£5 per item or 0.1% of the total value, whichever is the higher.
Registering Death, probate, grant of administration or power of attorney with company registrars: £15 per item
Other valuations: £5 per item for ad-hoc valuations.