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JISA Charge Structure

Execution Only JISA

Q. What are the annual costs of an execution only JISA?

A. The annual custody charge for your Pilling JISA is 0.5% of the value with a minimum of only £20 and a maximum of £70.

Q. What are the standard dealing charges for an execution only JISA?

A. With a minimum of only £10, our commission per deal is 1.65% of the first £10,000 value and 0.5% thereafter on any excess. We must charge you Government stamp duty at 0.5% of the value when buying UK shares, preference stocks and convertibles.

Q. Are there any extra charges on overseas securities?

A. Whenever possible we trade and hold overseas securities through Crest and although the handling costs are higher than UK securities, Pilling & Co absorb the fees and no extra charge is made.


However, if you choose an investment which cannot be traded or held via Crest and a third party has to be used, the cost incurred will be passed on to you. Although most overseas transactions can be accommodated within our commission rates, please enquire at time of dealing as additional charges may be applicable.

Managed JISA

Q. What are the annual costs of a Managed JISA?
A.
The annual cost for the Managed JISA is approximately 1.5% of the value per annum. This is charged within the fund the JISA is invested in and will not show on your Pilling  statement.

Q. What are the dealing charges for a Managed JISA?
A.
No commission is charged on the purchase in the Managed JISA as we are paid commission by the managers out of their initial charge. There is no commission charged when sales are made to switch funds under the discretionary agreement. Sales to facilitate a transfer to another provider will be charged at our normal rate of 1.65% on the first £10,000 and 0.5% thereafter with a minimum of £10.

Further Information
 

Your JISA Questions Answer

Managed Discretionary JISA

Can I open a JISA this year?

Charges at a Glance

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 Charge Structure

 

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652114
REGISTERED IN ENGLAND AND WALES No: 9220456

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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.