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JISA Commissions & Charges at a Glance

Execution Only JISA

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.

Dividend Reinvestment Plan (DRIP Scheme)

0.5% (no minimum) plus UK purchases add 0.5% Stamp Duty.

Annual Cost

Custody Fee 0.5% per annum charged six monthly in arrears on the value of the JISA account.  The fee has a minimum of only £21.80 and a maximum of £76.15.  If you are registered for using Client Web Access (CWA) these fees reduce to a minimum of £20.90 and a maximum of £73.15.

Managed JISA

Dealing commission as per above rates.

Annual Cost

The annual fee is 1.5% of the fund value. (0.38% charged by the fund manager and 1.12% charged by Pilling & Co). 

For both Execution only & Managed JISAs

Bed & JISA Charges

Only charged on one of the trades (sale or purchase) charged at rates above. For sales of a different security to that repurchased we make a flat £10 charge.

JISA Administration Charges

Transfer in JISA

Free

Transfer out JISA

£24 per security

Rights issues, takeovers, open offers

Free

Annual statement & valuation

Free

Probate/Certified Valuations

£10 plus VAT per stock (min £30)

Returned cheques

£20 plus VAT

Safe Custody of Foreign Stocks

£tba enquire at time of deal

Further Information

Your JISA Questions Answered

Managed Discretionary JISA

Can I open a JISA this year?

Charges

How to open a JISA

JISA Application Forms

JISA Brochure and Application Form

JISA Transfer Form

JISA Direct Debit Form

CTF to JISA Transfer Form 

 

Home / Products & Services / Junior Individual Savings Accounts (JISAs) / JISA Commissions & Charges

 

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