UK Equities, Preference Shares, Convertibles, Investment Trusts, Overseas Transactions, UK Gilts, Debentures and Loan Stocks etc. Minimum | £20 | 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.
For Overseas transactions please add any Overseas Tax or Stamp Duty, plus transaction and annual charge of £50 where a 3rd party settlement agent is required. (As stocks vary, please enquire at the time of dealing. |
Unit Trusts/OEICS Sales are on the same scale as above. Purchases are usually nil commission due to a rebate to Pilling & Co by the Managers, otherwise they are charged as above. | | Nominee Administration Transfer-in stock | Free | Income distribution | Free | Rights issues, takeovers, open offers | Free | Annual statement | Free | Consolidated tax voucher | Free | Transfer stock out of nominees | £20 + vat (per stock)* | | *Only charged on stocks not purchased through us or purchased through a different Pilling & Co account |
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