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Child Trust Fund (CTF) Charges at a Glance

COMMISSIONS & CHARGES

Non-stakeholder CTF

Dealing commission per deal, UK Equities, Preference Shares, Convertibles, Investment Trusts, Overseas Transactions, UK Gilts, Debentures, Loan Stocks and Unit Trusts/OEICS

Minimum £10
1.65% on the first £10,000
0.50% on the next  £90,000
0.40% on the excess over  £100,000

UK purchases add 0.5% Stamp Duty
   
Although most overseas transactions can be accommodated within these rates, please enquire at time of dealing as additional charges may be applicable.

Bed & CTF Charges
Sales are free of commission, purchases are charged at normal rates. For sales of a different security to that repurchased we make a flat £10 charge.

Stakeholder CTF

No commission is charged on deals as commission is paid to Pilling & Co by the fund managers.

CTF Administration
Transfer in CTF Free
Transfer out CTF Free
Rights issues, takeovers, open offers Free
Statement & valuation Free
Client Web Access Free

Stakeholder Annual Cost

Annual Fee 1.5% charged by fund managers

Non-stakeholder Annual Cost

Custody Fee 0.5% per annum charged six monthly in arrears on the value of the CTF account. The fee has a minimum of £20 and a maximum of £70.

Stakeholder Discretionary
CTF Charges Questions
Your CTF Questions Answered
Transfer to Us
CTF Brochure and Forms
CTF Transfer Form
CTF Direct Debit Form
CTF New Registered Contact Form
CTF to JISA Transfer Form 

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