What we charge

Please note that we do not charge per account. All the stated charges apply regardless of how many accounts you hold with us.
banner_mobile

We provide investors with two options

Charles Stanley Investment Choices Platform

  • Platform fee of 0.55% per annum up to a valuation of £500K; 0.45% between £500K and £1m; 0.35% for £1m+
  • Typical Total Ongoing Charges Figure (TOC) of 1.03% per annum. Our costs and charges information document can be found here and should be read before you invest
  • Zero platform charge for Junior ISA accounts
  • Fees payable from the Cash Account

A full breakdown of our in-house service charges can be found here.

AEGON Investment platform

  • Platform fee of 0.6% per annum up to £500K; 0.5% between £500K & £1m; 0.4% for £1m+
  • Typical Total Ongoing Charges Figure (TOC) of 1.03% per annum per fund
  • Fees payable from the Cash account

A full breakdown of the AEGON platform charges can be found here.

 

 

 

Make an enquiry

Give us a call

01482 861455