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Pricing information

The following table shows the detailed charges for holding investment companies on different platforms. These include:

  • Core charges. You pay these for using the platform, even if you make no trades. Typically, these will either be based on a percentage of your assets on the platform, or a flat fee.
  • Pension charges. You will pay these in addition to the core charges if the account you hold on the platform is a pension (SIPP).
  • Ad hoc investment company transactions. These are the charges you will pay for buying or selling (“trading”) investment company shares on the platform. Clearly, the more you trade, the more you pay.
  • Regular investing charge. Some platforms offer heavily discounted trading charges if you set up a regular monthly purchase. The investment companies you can buy using a platform’s regular investing plan may be limited; for example, only investment companies in the FTSE 350 may be eligible.
  • Automatic dividend reinvestment fee. If you want to reinvest your dividends automatically rather than take the income, some platforms offer discounted trading charges for this. Others do not offer this facility (indicated by “n/a”).

Where parts of the table are left blank, this indicates the platform in question does not offer the relevant service, or does not offer investment companies.

This table has been produced by the lang cat, a platform consultancy, in association with the AIC. 

Platforms Core charges Pension Ad hoc investment company transactions Regular investing charge Automatic dividend reinvestment fee
AJ Bell Youinvest 0.25% platform charge for non-fund investment (capped at £30 for GIA/ISA and £100 for pension).  No additional charge £9.95 a deal, reducing to £4.95 if there were 10 or more deals in the previous month. £1.50 1% (min £1.50, max £9.95)
Alliance Trust Savings £10 a month = £120 pa (comes with 4 free trades bundled in). Applies to each wrapper if you have both an ISA and a dealing account. £17.50 + VAT a month = £252 pa (comes with 4 free trades bundled in)

£9.99 per transaction

(Noting that you get 4 free transactions bundled in with each wrapper)

£1.50 £5
Aviva Consumer Platform  
Barclays 

0.10% platform charge.

Minimum of £48 pa and maximum of £1,500 pa.

Collected monthly.

£150 annual fee applies. £6 £1.00 1% (min £1, max £7.50)
Bestinvest

Value

Up to £250k
£250k - £1m
£1m+

Charge (pa)

0.40%*
0.20%
0.00%

*Pension investment is charged at 0.30% for the first £250k rather than 0.40%. £7.50 No discount N/A
Charles Stanley Direct There is a charge of 0.35% for Investment Company investment with a minimum of £24 and maximum of £240 per year. This is waived if you trade in the month.  £120 annual fee applies, which is waived if you hold a total portfolio (across all investment and wrapper types) of £30,000 or more. £11.50 No discount N/A
Close Brothers A.M. Self Directed Service 0.25% pa  No additional charge £8.95 No discount N/A
Clubfinance No fee providing you trade 3 times in a quarter. Otherwise, £15 per quarter.    £4.95 No discount N/A
EQ Shareview

0.50% pa with a £24 minimum and £90 maximum for ISA.

No annual charge for dealing account.

  £12.50 £1.75 £1.75 on selected equities
Fidelity Personal Investing For ISA: No additional charge

0.10% dealing charge.

The service fee for ETFs and Investment Trusts is capped at £45. Dealing accounts are not subject to this fee.

No discount N/A

Value

Up to £7,500
£7,500+

Charge (pa)

£45
0.35%(capped at £45)

Investment Trusts held within a dealing account are not subject to this fee
Halifax Share Dealing

£12.50 per year charge for ISA.

No annual charge for dealing account.

Value

Up to £50k
£50k+

Charge (pa)

£90
£180

£12.50 £2.00 2% (max £12.50)
Hargreaves Lansdown 0.45% pa for Investment Companies (capped at £45 for ISA and £200 for SIPP with no charge for GIA.)    No additional charge £10.99 a trade reducing to £8.95 if there were 10-19 trades in the previous month, reducing further to £5.95 if there were more than 20 trades. £1.50 1% (min £1, max £10)
iDealing £20 per annum admin fee per account.  £20 per annum admin fee. £9.90 No discount  N/A
IG £0 £195 annual fee £8 per trade reducing to £5 if 10+ trades were placed in the previous month. No discount N/A
Interactive Investor Quarterly £22.50 account fee (offset as credit for future trades). £120 annual fee

£10 per trade. If you've traded 10 times or more a month on average in the previous quarter then you'll qualify for a frequent trader rate of £6 for the next month.

£1.00 1% (max £10)
iWeb £25 one-off account opening fee for ISA and dealing account.

Value

Up to £50k
£50k+

Charge (pa)

£90
£180

£5 No discount 2% (max £5)
Saga Investment Services

Value

Up to £250k
£250k - £1m
£1m+

Charge (pa)

0.40%*
0.20%
0.00%

*Pension investment is charged at 0.30% for the first £250k rather than 0.40%. £11.95 No discount N/A
Santander  
Selftrade £0 £118.80 pa fee applies.  £11.75 (£9.99 for ETFs) reducing to £6 if 20 trades are placed in a month (across all accounts). £1.50 £1.50
shareDeal active £0 £118.80 pa fee applies - although this will be refunded if there is an active share dealing account linked to the pension £9.50 No discount N/A
Strawberry

Value

Up to £50k
£50k - £1m
£1m+

Charge (pa)

0.35%
0.25%
0.10%

£120 pa fee applies.  £9.50 No discount N/A
Minimum charge of £30 pa. There is also an annual platform charge of £10.
SVS XO £0   £7.95 No discount N/A
The Share Centre

£57.60 charge for ISA (£4 + VAT per month).

£21.60 charge for GIA (£1.50 + VAT per month).

£172.80 pa (£12 + VAT per month) 

Standard option - £7.50 for deals under £750, 1% above.

Frequent dealing option - a flat rate of £7.50 a trade plus £96 pa admin fee.

0.5% (min £1.00) 0.5%
Willis Owen

Value

Up to £50k
£50k - £100k
£100k - £250k
£250k+

Charge (pa)

0.40%
0.30%
0.20%
0.15%

£132 pa fee £7.50 £1.50 £1.50 per reinvestment up to a maximum of £15 per year
X-O £0 £118.80 pa fee applies although this will be refunded in the first year only £5.95 No discount N/A

Source: AIC/the lang cat (last update 24/09/18)

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