Help & FAQs

How will my custody fee be charged?

This will depend on the products you hold with us. As a default, if you have one product with us, the total charge will be taken from this product.  Where you have multiple products, the £12.50 base fee and £4.99 product fee will be collected across each of your products as outlined in the table below. We will not charge you for a product if there are no assets in that product.

You can pay your fees from a different account to the one in which the fees are incurred, with the exception that fees relating to a Dealing Account or an ISA cannot be charged to a SIPP. Simply request this via secure message or call our Customer Experience Centre Team on 0345 0700 720.  

Remember that your Dealing Account is provided complimentary where you hold another Selftrade product, in which assets are held - so you won’t see an additional £4.99 product fee for this.

Please note: all fees are charged after the end of each calendar quarter, January/April/July/October.
Except Child Trust Funds, which are charged annually, A secure message notification is provided to confirm the charge date and amount.

Products

Dealing Account 
Fee charge

ISA        
Fee charge
SIPP
Fee charge
Total
Fee charge
Dealing Account only £12.50 + £4.99     £17.49
ISA only   £12.50 + £4.99   £17.49
SIPP Account only     £12.50 + £4.99 £17.49
Dealing Account & ISA £12.50  £4.99   £17.49
Dealing Account & SIPP £12.50   £4.99 £17.49
ISA & SIPP Account   £12.50 + £4.99 £4.99 £22.48
Dealing Account, ISA & SIPP Account £12.50 £4.99 £4.99 £22.48
Submitted on 30th Oct 2018

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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