Execution Only Junior ISA / JISA
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 |
UK purchases add 0.5% Stamp Duty (does not apply to Stakeholder JISA).
Although most overseas transactions can be accommodated within these rates, please enquire at time of dealing as additional charges may be applicable.
Dividend Reinvestment Plan (DRIP Scheme): 0.5% (no minimum) plus UK purchases add 0.5% Stamp Duty.
Annual Cost: The six monthly custody fee for your Pilling JISA is just 0.25% of the value with a minimum of £12.50 and a maximum of £45.00 for clients registered to use our on-line portal Client Web Access (CWA). For clients who request postal documents the minimum fee is £15.00 and a maximum of £50.00.
Managed Junior ISA / JISA
Dealing commission as per above rates.
Annual Cost: The annual fee is 1.5% of the fund value. (0.38% charged by the fund manager and 1.12% charged by Pilling & Co).
For both Execution only & Managed Junior ISAs / JISAs
Bed & Junior ISA / JISA Charges: Bed & JISA Charges – Only charged on one of the trades (sale or purchase) charged at rates above. For sales of a different security to that repurchased we make a flat £10 charge.
Junior ISA / JISA Administration Charges:
| Transfer in Junior ISA / JISA | Free |
| Transfer out Junior ISA / JISA | £24 per security |
| Rights issues, takeovers, open offers | Free |
| Quarterly statement and valuation | Free |
| Probate/certified valuations (Nominees) | £12.50 plus VAT per stock (min £37.50) |
| Probate/certified valuations (own name) | £20 plus VAT per stock (min £60) |
| Returned cheques | £20 plus VAT |
| Safe custody of foreign stocks | £tba enquire at time of deal |