For investments made through us directly with the fund managers, we generally discount the initial commission payable and pass on any extra discounts we have negotiated on your behalf. The initial charge figures shown below are the percentage amounts you pay after these discounts have been applied. If renewal commission is payable, this is retained by us to cover our costs.
Clean share class funds do not pay commission. If you invest in or hold a clean share class fund directly with the fund manager through us, we will charge you an ongoing service fee of 0.5% of the value of your investment. We collect this fee by direct debit from your nominated bank account every six months. We do not charge an initial fee for arranging clean share class investments.
Following the Retail Distribution Review by our Regulator, all financial advisers must now charge fees in lieu of taking commission. As an execution-only provider, we are still able to reinvest and receive balance commissions on some products but for those that do not pay commission, we will charge the following one-off fees:-
Pensions and SIPPS - Please contact us as charges may vary.
View our charges for investing via a platform e.g. Aegon or Fidelity FundsNetwork.
Platform charges
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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
Elson Associates plc, 5 Queen Street, Kings Hill, West Malling, Kent, ME19 4DA | Freephone: 0800 0961111
Authorised and Regulated by the Financial Conduct Authority
Registered in England No. 3595128