JISA Commissions & Charges

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 (only applies to Non-Stakeholder JISAs)
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: Custody Fee 0.5% per annum charged six monthly in arrears on the value of the JISA account. The fee has a minimum of only £21.80 and a maximum of £76.30. If you are registered for using Client Web Access (CWA) these fees reduce to a minimum of £20.90 and a maximum of £73.15.

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: 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 / JISAFree
Transfer Out Junior ISA / JISA£24 per security
Rights Issues, Takeovers, Open OffersFree
Annual Statement & ValuationFree
Probate/Certified Valuations£10 plus VAT per stock (min. £30)
Returned Cheques£20 plus VAT
Safe Custody of Foreign Stocks£tba enquire at time of deal

Further Junior ISA / JISA Information