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|
For UK purchases add 0.5% Stamp Duty. Although most overseas transactions can be accommodated within these rates, please enquire at time of dealing as additional charges may be applicable.
Bed & SIPP Charges
Sales are free of dealing commission, purchases are at normal rates. The minimum commission 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.
Charges levied by Investcentre all are plus VAT:
|Annual fee up to £100,000||£180|
|Annual fee £100,000 to £200,000||£220|
|Annual fee over £200,000||£260|
|Transfer in||£60 per scheme, maximum £300|
|Transfer out||£75 per scheme|
|Flexi-access drawdown||£150 pa|
|Capped drawdown up to age 75||£150 pa in advance|
|Capped drawdown after age 75||£250 pa in advance|
|Regular payments of uncrystallised funds pension lump sum||£150 pa|
|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 (minimum £30)|
|Returned cheques||£20 plus VAT|
|Safe custody of foreign stocks||£tba enquire at time of deal|
|Crest individual account||£500 plus VAT|
0.25% charged six monthly in arrears on the total value of ALL your accounts with Pilling & Co. The fee has a minimum of £25.00 and a maximum of £90.00 if you are registered for using our on-line portal Client Web Access (CWA). For clients who request postal documents the fees have a minimum of £30.00 and a maximum of £100.00. In other words, any value over £40,000 (non CWA) and £36,000 (CWA) is free so you may wish to consolidate your investments from other managers.