See our charges schedule for the most up to date platform pricing and terms. This also includes details of charges relating to trading.

Please refer to the relevant KIID document for individual fund charges.

To confirm the current Adviser and DFM fees being applied to an account, go in to the account summary within the platform and select 'account details'.

For Pensions, the product charges are as follows:

Accumulation wrapper - 5bps (£1 min and £4 max per month) + VAT

Decumulation wrapper - 10bps (£1 min and £10 max per month) + VAT

Once any part of the client's pension has been crystallised, the Decumulation fee will apply and this is deducted from the account with the largest balance.