DEALING COMMISSION (per Deal)
1. UK Equities, Preference Shares, Convertibles, Investment
Trusts, Overseas Transactions, UK Gilts, Debentures and Loan Stocks etc.
|
Minimum
|
£10 |
|
1.65% on
the first |
£10,000 |
|
0.50% on
the next |
£90,000 |
|
0.40% on
the excess over |
£100,000 |
For UK purchases add 0.5% Stamp Duty.
For Overseas transactions please add any Overseas Tax or
Stamp Duty, plus transaction and annual charge of up to £50 where a 3rd party settlement
agent is required. (As stocks vary, please enquire at time of dealing).
2. Unit Trusts/OEICS
Sales are on the same
scale as (1) above. Purchases are usually free due to a
rebate to Pilling & Co by the Managers, otherwise they
are charged as (1) above.
3. Bed & SIPP Charges
Sales are free, purchases are at normal rates. The minimum is £10.
For sales of a different security to that repurchased we make a flat
£10 charge.
4. SIPP Administration
|
Set up fee |
£200 |
(of which
£120 levied by SIPPCentre and
£80 by Pilling & Co) |
|
Annual fee |
£200 |
in arrears |
|
Transfer in |
£60 |
per scheme, maximum £300 |
|
Transfer out |
£20 |
per stock, plus £75 per scheme |
|
Income withdrawal
USP (up to age 75) |
£150 |
p.a. in advance |
|
Income withdrawal
ASP (over age 75) |
£250 |
p.a. in advance |
The kiddie SIPP set up and annual fees
are half of the above. All other fees are the same.
All administration charges are plus VAT @ 17.5%.
Commission paid to Registered Intermediaries
Up
to 3% of initial fund value and up to 0.5% per annum trail may be
paid to a Independent Financial Advisor by SIPPcentre via
deductions from your account. We do not share dealing commission or
management fees.
(PIP0308)

|