Our Loyalty Programme
Our Loyalty Programme provides you with benefits as you consolidate fund holdings either within or across our range of accounts or if you are a frequent share trader.
- If you place 1 or more chargeable share trades across any of your accounts each month we will waive the 0.25% platform charge for that month on your stocks and shares holdings (Stocks & Shares Platform Charge normally capped at £240 per annum, charged pro rata monthly in arrears) .
Further savings when holding funds
We offer considerable savings in the form of tiered charging as you consolidate your fund holdings.
- A platform charge reduction to 0.20% on the balance of fund holdings above £250,000.
- A further platform charge reduction to 0.15% on the balance of fund holdings above £500,000.
- A further platform charge reduction to 0.05% on the balance of fund holdings above £1,000,000.
- No charge on fund holdings in excess of £2,000,000.
Free SIPP for consolidators
We offer a free SIPP wrapper (normal charge £100 + VAT per annum) to clients that hold £30,000 or more of assets across our range of accounts.
Help with the costs of transferring to us
- When transferring to us if you incur any exit fees we will waive our platform charge for 6 months on values of £200,000 plus*.
* From a single instruction only. 6 month period begins from the receipt of your instruction.
Help with completing your tax return
- We provide our clients with a comprehensive Capital Gains Tax report upon request.
Open an account to start trading today.