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.
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