Our charging structure is one of the most, if not the
most competitive charging structure in the UK today. We
are able to transact single deals at highly competitive
rates but can offer even further savings by using the
membership packages listed below.
Single Transactions
Unit Trusts, PEP transfers and ISAs
£35
With Profit Bonds, Distribution Bonds, High Income
Bonds
Personal Pensions, Stakeholder Pensions
Life Assurance Contracts
£35
This single transaction fee entitles you to all the initial
commission on your investment as well as any bonuses offered
by your selected investment company.
Ongoing Trail Commission
£35
This fee is charged per account. For example, funds held
on a Fund supermarket would count as one fee only but
three ISA holdings with different companies would count
as three accounts. The fee will be deducted from the commission
and the balance returned to you. If the commission on
the account is less than £10 there will be no further
charge.
Regular User Membership Packages
Single Member
£99p.a.
Membership includes:
Three free transactions per annum
Further deals at £8 only
No charge for returning ongoing trail commission
Access to LifeSearch (an advisory life assurance broker)
at discounted rates
25% reduction in fees on financial advice with Haines
Watts, a leading national firm of accountants
Membership newsletters
Children of members under the age of 25 join for free
Family Membership
£120p.a.
Membership includes:
The same benefits as a single membership with these additional
benefits:
Four free transactions per annum
Transactions can be placed in the name of Mr, Mrs
and Joint
Finally we have two price promises on our services:
Our annual membership fee is fixed at £99 and
£120 and will not increase for three years starting
from 28th April 2003.
If a member does not make sufficient savings to cover
the cost of the membership fee in any year we will
refund the difference.