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|
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.
Dividend Reinvestment Plan (DRIP Scheme): 0.5% (no minimum) plus UK purchases add 0.5% Stamp Duty
|Transfer-out foreign stock||£tba additional to transfer out fee, enquire at time of transfer|
|Rights issues, takeovers, open offers||Free|
|Half yearly statement and valuation||Free|
|Consolidated tax voucher||Free|
|Transfer stock out of nominees||£24 (per security, per transfer)|
|Cash withdrawal via BACS to bank||Nil|
|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|
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.