Help & FAQs

What are Selftrade's custody fees and what does this include?

The custody fee is made up of a base fee of £12.50 plus £4.99 per product held with Selftrade and charged over a calendar quarter. Dealing Accounts are complimentary where you hold an ISA and/or SIPP.

Qualifying Dealing Commissions and Fund Platform Fees paid can be offset against your custody fee.

Qualifying Dealing Commissions include:
- Standard Online Dealing Commission
- ETF Online Dealing Commission
- Dividend Reinvestment Dealing Commission
- Regular Investment Dealing Commission

FX (otherwise known as Overseas Dealing) rates and Telephone Dealing Commission are excluded from the custody fee offset.

The custody fee is a flat fee that won't increase as your balance grows, so the more you invest - the more you'll save.

You will not pay a product fee for a dealing account if you hold an ISA or a SIPP with us. 

Submitted on 14th Mar 2019

Did this answer your question?

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.

Read more [PDF 36.1KB]