Elson Associates' Charges Via Platform

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These commissions have been replaced by explicit platform and broker fees, which as a result of regulatory changes, are now required to be charged separately and directly to the investor.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

Aegon - over 5,000 funds available

If you wish to view the charges of a particular fund through Aegon, you can search for the fund here.

  Initial Fee   Annual Fee 1 year cost
on £10,000
Elson Associates 0% Annual service fee 0.35% £35.00
Aegon 0% Annual service fee 0.20%* £20.00
Investment Company 0% Typical annual fund management fee 0.75% £75.00
Total 0% Total annual fee 1.30% £130.00

Initial Fee

Elson Associates 0%
Aegon 0%
Investment Company 0%
Total 0%

Annual Fee

Elson Associates service fee 0.35%
Aegon service fee 0.20%*
Investment Company typical fund management fee 0.75%
Total annual fee 1.30%

1 year cost on £10,000

Elson Associates £35.00
Aegon £20.00
Investment Company £75.00
Total annual fee £130.00

* for investments up to £499,999. Then it's 0.18% up to £999,999 and 0.15% on any amount held in excess of £1m. Contact us for further details.

Fidelity FundsNetwork - over 5,300 funds available

If you wish to view the charges of a particular fund through Fidelity FundsNetwork, you can search for the fund here.

  Initial Fee   Annual Fee 1 year cost
on £10,000
Elson Associates 0% Annual service fee 0.35% £35.00
Fidelity FundsNetwork 0% Annual service fee 0.25% £25.00
Investment Company 0% Typical annual fund management fee 0.75% £75.00
Total 0% Total annual fee 1.35% £135.00

Initial Fee

Elson Associates 0%
Fidelity FundsNetwork 0%
Investment Company 0%
Total 0%

Annual Fee

Elson Associates service fee 0.35%
Fidelity FundsNetwork service fee 0.25%
Investment Company typical fund management fee 0.75%
Total annual fee 1.35%

1 year cost on £10,000

Elson Associates £35.00
Fidelity FundsNetwork £25.00
Investment Company £75.00
Total annual fee £135.00
Clients of Elson Associates DO NOT pay the standard investor fee (£45) levied by Fidelity FundsNetwork.

For details of how service fees are collected, please see Services Included.

Need something else?
View charges for investing direct

View our charges for investing directly with the fund manager.

Direct 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