Dealing commission per deal, UK Equities, Preference Shares, Convertibles, Investment Trusts, Overseas Transactions, UK Gilts, Debentures, Loan Stocks and Unit Trusts/OEICS
|1.65% on the first||£10,000|
|0.50% on the next||£90,000|
|0.40% on the excess over||£100,000|
Bed & ISA Charges
Sales are free of commission, purchases are charged at normal rates. The minimum is £10. For sales of a different security to that repurchased we make a flat £10 charge.
Dividend Reinvestment Plan (DRIP Scheme)
0.5% (no minimum) plus UK purchases add 0.5% Stamp Duty.
|Transfer in PEP/ISA||Free|
|Rights Issues, Takeovers, Open Offers||Free|
|Half Yearly Statement & Valuation||Free|
|Transfer of ISA to Surviving Spouse||Free (Additional Permitted Subscription)|
|Transfer Stock Out of the ISA||£24 (per stock)|
|Transfer of Option Shares Into ISA||£24 (per stock)|
|Failure to Invest Plan (On Closure)||£24|
|Cash Withdrawal via BACS to Bank||Free|
|Cash Withdrawal by Cheque||£5 plus VAT|
|CHAPS payments||£25 plus VAT|
|Probate/Certified Valuations||£10 plus VAT per stock (min. £30)|
|Transfer of Beneficial Ownership||£20 plus VAT per stock plus Stamp Duty|
|Returned Cheques||£20 plus VAT|
|Safe Custody of Foreign Stocks||£tba enquire at time of deal|
0.5% per annum charged six monthly in arrears on the total value of ALL your accounts with Pilling & Co. The fee has a minimum of £43.60 and a maximum of £152.60 per year. If you are registered for using Client Web Access (CWA) these fees reduce to a minimum of £41.80 and a maximum of £146.30. In other words, any value over £30,520 (non CWA) and £29,260 is free so you may wish to consolidate your investments from other managers.