Help & FAQs

How can I reduce my quarterly custody fees?

Any qualifying Dealing Commission and Fund Platform Fees paid can be offset against your custody fee. If you make just two online trades in a quarter for example (and hold an ISA and a Dealing Account), the Dealing Commission paid would completely offset your Custody Fee. 

Qualifying Dealing Commissions include standard Online, ETF, Regular Investment and Dividend Re-Investment Dealing Commissions. Excludes Telephone Dealing Commission and FX (otherwise known as Overseas Dealing) rates.

Submitted on 2nd Jul 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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