Annual Management Charge (AMC)
- The AMC is the only charge and is set at 1%
Commission structure
We offer a mixed commission structure for maximum choice and flexibility, including a choice of commission terms.
Regulars
- Level commission 3%
- Initial commission 45% of LAUTRO
- Fund-based commission 0.27%
Single payments and transfers
- 5% initial commission*
- 0.45% fund-based commission*
- Mixture of above
- Maximum limit of £6,000 that we will pay in initial commission
- Any excess commission above this amount can be taken as fund-based commission or used to reduce the AMC. These depend on your client's individual circumstances
- The threshold that we start to pay commission is £150 a month or £5,000 single-payment or transfer
- Any amount below this figure will be on a nil commission basis
- The maximum limit can be made up of single and regular payments combined
*Please refer to the Adviser Commission Guide
Charges
Important notice
Please note that charges, terms and limits may change. We may change the selection of funds that we make available. There may be restrictions on the amount that can be invested in certain funds. Please contact us for details of any restrictions that apply. Tax treatment depends on the individual circumstances of your client and may be subject to change in the future.
