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 & 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.
Dividend Reinvestment Plan (DRIP Scheme)
0.5% (no minimum) plus UK purchases add 0.5% Stamp Duty
SIPP Administration
Charges levied by Investcentre all are plus VAT:
| Setup Fee | £120 |
| Annual Fee Up to £25,000 | £120 |
| Annual Fee £25,000 to £50,000 | £160 |
| Annual Fee Over £50,000 | £200 |
| Transfer In | £60 per scheme, maximum £300 |
| Transfer Out | £75 per scheme |
| Flexi-Access Drawdown | £150 p.a. |
| Capped Drawdown Up To Age 75 | £150 p.a. in advance |
| Capped Drawdown After Age 75 | £250 p.a. in advance |
| Regular Payments of Uncrystallised Funds Pension Lump Sum | £150 p.a. |
| One-Off Payment of Uncrystallised Funds Pension Lump Sum | £75 per request |
| Ad-hoc Income Payment from Existing Drawdown Funds | £25 per request |
| Designate Additional Funds to Drawdown | £75 |
| Convert from Capped to Flexi-Access Drawdown | £75 |
| Account Closure (when funds are depleted via withdrawal) | £250 |
| Annuity Purchase, Re-calculation of Income | £75 |
Charges levied by Pilling & Co:
| Transfer Out | £24 per security |
| 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 |
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.