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 |
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.
ISA Administration
| Transfer in PEP/ISA | Free |
| Income Distribution | 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 |
Custody Fee
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.