Charges via a platform

With effect from 6 April 2016, all platform investments (with the exception of a few funds) are now invested in clean share class funds. These funds have a lower annual charge than their old-style equivalents because the commissions previously included in the annual management charge to pay for broker and platform services have now been stripped out.

These commissions have been replaced by explicit platform and broker fees, which as a result of regulatory changes, are now required to be charged separately and directly to the investor.

Overall, because we have reduced our ongoing charge from 0.5% (renewal commission) to just 0.35% of the value of your investments, the cost of investing through us via a platform, in the vast majority of instances, has fallen significantly.

If you still hold funds through us directly with the fund manager, on the old-style commission-included basis, you may wish to consider re-registering them to a platform (free of charge) in order to save money on charges going forward. Please contact us here for a comparison quote and the relevant application forms.