Charges (As from 1st April 2023)
UK Equities/Gilts 1% (minimum £50.00)
Eg. Trade value £2,000 = £50.00 (minimum fee)*;
Trade value £8,000 = £80.00 (1%)*
*Our fee includes the handling/submission of Grant Of Probate, Letters Of Administration or Death Certificate to the respective Registrar by special delivery, to include the requesting of outstanding payments.
Overseas Equities 2% (minimum £100.00)
Eg. Trade value £2,000 = £100.00 (minimum fee)*;
Trade value £8,000 = £160.00 (2%)*
*Our fee includes the handling/submission of Grant Of Probate, Letters Of Administration or Death Certificate to the respective Registrar by special delivery, to include the requesting of outstanding payments.
PTM Levy (Panel of Takeovers and Mergers Levy) £1, on trades over £10,000
Account Management Fee £25.00 per quarter
BACS settlement £FREE
CHAPS Settlement £25.00
Cheque Settlement £25.00
Duplicate Contract Notes £FREE
Duplicate Consolidated Tax Certificates £15.00
Materialisation of nominee stocks into certificates £15.00 per stock
Stock transfer out to another nominee £15.00 per stock
Annual Consolidated Tax Certificates £FREE
Stock Transfer in via certificate £FREE
Stock Transfer in via nominee £FREE
Completion/Submission of Stock Transfer Forms or Registrars Internal Transfer Forms £20.00 each
Completion/Submission of Indemnity Forms £10.00 each
Corporate action processing £10.00
Compliance charge per transaction £15.00 (UK) and £15.00 (overseas)
Transfer in of American stock via DRS £FREE
Transfer in of Australian Stock £200.00 each