Are there account, platform or custody fees?

on you becoming a Member or Transferring out, we reserve the right to charge the full Quarterly Administration Charge and Annual Custody Charge or Annual Charges (as applicable) for the Quarter in which you became or ceased to be a Member.

The terms refer to a Quarterly Administration Charge and an Annual Custody Charge applicable to the account.

Binding document · AJ Bell Management Limited · clause 7.2 · Check the source

£200,000 and above £70

AJ Bell's SIPP quarterly administration charge is £70 for fund values of £200,000 and above.

Binding document · AJ Bell Management Limited · SIPP wrapper charges table · Check the source

Annual Charges: the fees we charge you for the provision of custody and dealing services for assets held within the Funds & Shares Service in your Retirement Investment Account

The terms define Annual Charges as the fees charged for the provision of custody and dealing services for assets held within the Funds & Shares Service in the Retirement Investment Account.

Binding document · AJ Bell Management Limited · Definitions - Annual Charges · Check the source

Quarterly Administration Charge: the charge due each Quarter (or part of a Quarter) in relation to the administration of your SIPP as published on the Charges section of the Website

The terms state that a Quarterly Administration Charge is due each Quarter, or part of a Quarter, in relation to the administration of the SIPP, as published on the Charges section of the Website.

Binding document · AJ Bell Management Limited · Definitions - Quarterly Administration Charge · Check the source

Annual management charge (AMC) 0.15% p.a. The AMC payable to AJ Bell for managing your portfolio.

AJ Bell's Managed Portfolio Service has an annual management charge of 0.15% p.a. payable to AJ Bell for managing the portfolio.

Binding document · AJ Bell Management Limited · Managed Portfolio Service (MPS) charges table · Check the source

on you becoming a Member or Transferring out, we reserve the right to charge the full Quarterly Administration Charge and Annual Custody Charge or Annual Charges (as applicable) for the Quarter in which you became or ceased to be a Member.

AJ Bell reserves the right to charge the full Quarterly Administration Charge and Annual Custody Charge or Annual Charges for the Quarter in which a customer became or ceased to be a Member.

Binding document · AJ Bell Management Limited · clause 7.2(c) · Check the source

Assets up to £500,000 0.20% For calculation purposes, this is based on assets across your SIPP, ISA and GIA.

AJ Bell's annual custody charge for the Funds & Shares Service is 0.20% for assets up to £500,000.

Binding document · AJ Bell Management Limited · Annual custody charge table · Check the source

£100,000 to £200,000 £60

AJ Bell's SIPP quarterly administration charge is £60 for fund values between £100,000 and £200,000.

Binding document · AJ Bell Management Limited · SIPP wrapper charges table · Check the source

Third-Party Charge: any charge by a Third-Party Service Provider (e.g. in holding global depositary receipts) which we incur in providing the Services

The terms state that a Third-Party Charge is any charge by a Third-Party Service Provider, for example in holding global depositary receipts, which AJ Bell incurs in providing the Services.

Binding document · AJ Bell Management Limited · Definitions - Third-Party Charge · Check the source

Annual Custody Charges: the fees we charge you for the Custody Service for assets held within the Funds & Shares Service in your SIPP, ISA or GIA

The terms define Annual Custody Charges as the fees charged for the Custody Service for assets held within the Funds & Shares Service in the customer's SIPP, ISA or GIA.

Binding document · AJ Bell Management Limited · Definitions - Annual Custody Charges · Check the source

0.15% per year for Moneybox Funds; or 0.45% per year for Other Providers' Funds and US stocks

The fee schedule states an annual service fee of 0.15% for Moneybox Funds or 0.45% for Other Providers' Funds and US stocks, on investing products.

Binding document · Digital Moneybox Limited · Section 3, Service costs — service fee · Check the source

£1 per month (if you have at least £5 in any investing product); or £0 per month if you have £5,000 or more: (a) across any of your investing products; or (b) across your Cash ISA, Open Access Cash ISA and/or Simple Saver.

The fee schedule states a monthly subscription fee of £1 for investing products, waived below a £5 balance or above a £5,000 balance across products.

Binding document · Digital Moneybox Limited · Section 3, Service costs — subscription fee · Check the source

We may charge you fees and charges for using our Services, including a Plan Fee for your Plan.

The document states that Freetrade may charge fees and charges for using its Services, including a Plan Fee.

Binding document · Freetrade Limited · Check the source

If you have a Plan that requires you to pay a Plan Fee, you must pay that Plan Fee and keep your profile updated with valid payment card details in order to do so.

The client agreement states that certain Plan types require payment of a Plan Fee.

Binding document · Freetrade Limited · Check the source

no subscription fee on the Basic plan

The document states that Freetrade's Basic plan has no subscription (account) fee.

Published by the firm · Freetrade Limited · Check the source

The Freetrade Plus plan subscription fee is £11.99/month or £119.88/year, if you’ve chosen the annual subscription option.

The Plus plan carries a subscription fee of £11.99/month or £119.88/year.

Published by the firm · Freetrade Limited · Check the source

The Freetrade Standard plan subscription fee is £5.99/month or £59.88/year, if you’ve chosen the annual subscription option.

The Standard plan carries a subscription fee of £5.99/month or £59.88/year.

Published by the firm · Freetrade Limited · Check the source

For ongoing advice, HL will deduct the 0.365% per year charge from the cash part of your investment account, for example from your HL Stocks and Shares ISA.

The document states that for ongoing advice, HL will deduct a 0.365% per year charge from the cash part of the investment account, for example the HL Stocks and Shares ISA.

Binding document · Hargreaves Lansdown Asset Management Limited · Check the source

Junior ISA No charge

The annual management charges table states there is no charge for the Junior ISA.

Published by the firm · Hargreaves Lansdown Asset Management Limited · Check the source

Our charge is tiered and will be 0.25% per annum on the first £1m of funds within each account and no charge on the value of funds over £1m.

The Portfolio Management Service fund charge is tiered, applying 0.25% per annum on the first £1m of funds within each account and no charge on the value of funds over £1m.

Binding document · Hargreaves Lansdown Asset Management Limited · Check the source

HL account Annual charge Fund and Share Account 0.35% a year (capped at £12.50 per month)

The annual management charges table lists a Fund and Share Account annual charge of 0.35% a year, capped at £12.50 per month.

Published by the firm · Hargreaves Lansdown Asset Management Limited · Check the source

You will also be charged by HLAS for the HL Review Service (which we will collect from you as set out in section A3).

The document states that clients will also be charged by HLAS for the HL Review Service.

Binding document · Hargreaves Lansdown Asset Management Limited · Check the source

SIPP 0.35% a year (capped at £12.50 per month)

The annual management charges table lists a SIPP annual charge of 0.35% a year, capped at £12.50 per month.

Published by the firm · Hargreaves Lansdown Asset Management Limited · Check the source

Lifetime ISA 0.25% (capped at £3.75 per month)

The annual management charges table lists a Lifetime ISA annual charge of 0.25%, capped at £3.75 per month.

Published by the firm · Hargreaves Lansdown Asset Management Limited · Check the source

Stocks and Shares ISA 0.35% a year (capped at £12.50 per month)

The annual management charges table lists a Stocks and Shares ISA annual charge of 0.35% a year, capped at £12.50 per month.

Published by the firm · Hargreaves Lansdown Asset Management Limited · Check the source

you will be charged an annual portfolio management service fund charge by HLAM.

The document states that clients using the PMS will be charged an annual portfolio management service fund charge by HLAM.

Binding document · Hargreaves Lansdown Asset Management Limited · Check the source

There may be a Charge for Linking your accounts or using the collateral service. If there is a Charge associated with these activities, we will notify you accordingly.

The agreement states that there may be a Charge for Linking accounts or using the collateral service, and if there is such a Charge, the client will be notified accordingly.

Binding document · IG Markets Limited · Check the source

We may charge you for the provision by us to you of market data or any other account feature or such other Charges as we advise you from time to time.

The agreement states that IG may charge the customer for the provision of market data or any other account feature.

Binding document · IG Markets Limited · Check the source

Single or consolidated Portfolios of less than £100,000 Cash & Investments £0 – £60,000 0.50% >£60,000 – <£100,000 0.26%

The Transact Annual Charge table shows rates of 0.50% for £0–£60,000 and 0.26% for over £60,000 up to under £100,000 for single or consolidated Portfolios of less than £100,000.

Binding document · Integrated Financial Arrangements Ltd · Transact Annual Charge table · Check the source

We will take Wrapper administration charges from your Portfolio for the amount and at the frequency set out in the Transact Charges Schedule, as they apply to each Wrapper.

The terms and conditions state that Wrapper administration charges are taken from the customer's Portfolio at the amount and frequency set out in the Transact Charges Schedule.

Binding document · Integrated Financial Arrangements Ltd · Section 11, Other charges and payments · Check the source

Most of the cost of carrying out transactions is reflected in our Annual Charge, so prudent and appropriate changes to your Portfolio are not inhibited by dealing charges.

The Terms and Conditions state that most of the cost of carrying out transactions is reflected in the entity's Annual Charge.

Binding document · Integrated Financial Arrangements Ltd · Introduction · Check the source

Transact Investment Wrapper Type Quarterly fee General Investment Account £0 ISA*, JISA £3 Qualifying Savings Plan £18 Onshore Bond £18 SIPP £20 Personal Pension Plan £20 Executive Pension Plan £20 Section 32 Buy-Out Bond £20 Offshore Bond £60

The Investment Wrapper Administration charges table lists quarterly fees of £0 for a General Investment Account, £3 for ISA/JISA, £18 for a Qualifying Savings Plan, £18 for an Onshore Bond, £20 for a SIPP, £20 for a Personal Pension Plan, £20 for an Executive Pension Plan, £20 for a Section 32 Buy-Out Bond, and £60 for an Offshore Bond.

Binding document · Integrated Financial Arrangements Ltd · Investment Wrapper Administration charges table · Check the source

Single or consolidated Portfolios of £100,000 and above Cash & Investments £0 – £600,000 0.26% >£600,000 – £1,200,000 0.17% >£1,200,000 – £5,000,000 0.07% On the remainder 0.05%

The Transact Annual Charge table shows rates of 0.26% for £0–£600,000, 0.17% for £600,000–£1,200,000, 0.07% for £1,200,000–£5,000,000, and 0.05% on the remainder for single or consolidated Portfolios of £100,000 and above.

Binding document · Integrated Financial Arrangements Ltd · Transact Annual Charge table · Check the source

We apply an Annual Charge for using Transact, which operates on a sliding scale where the rate reduces as the Portfolio grows

The charges schedule states that an Annual Charge is applied for using Transact, operating on a sliding scale where the rate reduces as the Portfolio grows.

Binding document · Integrated Financial Arrangements Ltd · Introduction · Check the source

At the end of each Month, we will deduct from your Portfolio amounts equal to: a. The percentage stated for Annual Charge (Cash) in the Transact Annual Charge Table multiplied by the average value of Cash balances over that Month; and b. The percentage stated for Annual Charge (Investments) in the Transact Annual Charge Table multiplied by the average value of Investments (including any Illiquid Assets) over that Month;

The terms state that at the end of each Month, an amount equal to a percentage stated for Annual Charge (Cash) multiplied by average Cash balances, and a percentage stated for Annual Charge (Investments) multiplied by average Investment value, will be deducted from the Portfolio.

Binding document · Integrated Financial Arrangements Ltd · 9.1 Our charge rates · Check the source

The first £100,000 | 0.75% per annum incl. VAT. Any amount above £100,000 | 0.35% per annum incl. VAT

The fee schedule states an annual management fee of 0.75% per annum on the first £100,000 and 0.35% per annum on amounts above that, for the Managed Investment Styles.

Published by the firm · J.P. Morgan Personal Investing Limited · Managed Investment Styles fee table · Check the source

We charge a fee of 0.45% a year, or 0.35% if youʼre a Monzo Plus or Monzo Premium customer, or if you subscribe to a plan that offers a lower fee on your investments accounts in the terms. We apply this percentage to the value of investments and cash in your investment account.

The fee schedule states Monzo charges an annual account fee of 0.45%, reduced to 0.35% for Monzo Plus or Premium customers, applied to the value of investments and cash in the investment account.

Binding document · Monzo Bank Limited · Check the source

Maintainingtheaccount Refusingapaymentwhenyoudon’thave enoughmoney Allowingapaymentwhenyoudon’thave enoughmoney £0 £0 £0

The fee schedule states that maintaining the account, refusing a payment for insufficient funds, and allowing a payment despite insufficient funds all cost £0.

Binding document · Monzo Bank Limited · Check the source

Maintaining the account Standard: £0

The fee schedule states that maintaining a Standard account costs £0.

Binding document · Revolut Ltd · General Account Services table · Check the source

Metal Account: If paid monthly, the fee is £12.99 per month, which totals £155.88 per year. If paid yearly, the fee is £120 per year.

The fee schedule states that the Metal Account maintenance fee is £12.99 per month, totalling £155.88 per year, or £120 per year if paid yearly.

Binding document · Revolut Ltd · General Account Services table · Check the source

Standard Plus Premium Metal Ultra Plan fee Free £3.99 per month or £40 per year £7.99 per month or £80 per year £14.99 per month or £140 per year £55 per month or £540 per year

The fee schedule states the plan fee is Free for Standard, £3.99 per month or £40 per year for Plus, £7.99 per month or £80 per year for Premium, £14.99 per month or £140 per year for Metal, and £55 per month or £540 per year for Ultra.

Binding document · Revolut Ltd · Check the source

Premium Account: If paid monthly, the fee is £6.99 per month, which totals £83.88 per year. If paid yearly, the fee is £72 per year.

The fee schedule states that the Premium Account maintenance fee is £6.99 per month, totalling £83.88 per year, or £72 per year if paid yearly.

Binding document · Revolut Ltd · General Account Services table · Check the source

Plus Account: If paid monthly, the fee is £2.99 per month, which totals £35.88 per year. If paid yearly, the fee is £29.99 per year.

The fee schedule states that the Plus Account maintenance fee is £2.99 per month, totalling £35.88 per year, or £29.99 per year if paid yearly.

Binding document · Revolut Ltd · General Account Services table · Check the source

If you continue to have positive balance in your Account after we’ve closed it, we have the right to charge you an administration fee as set out in the Fees Page. This fee covers the costs of maintaining your closed Account.

The terms state that if the customer continues to have a positive balance after Account closure, Revolut has the right to charge an administration fee as set out on the Fees Page, covering the cost of maintaining the closed Account.

Binding document · Revolut Ltd · Administration fee · Check the source

You will still have to pay any charges you've run up (for example, if you've asked for an extra Revolut Card).

The terms state that a customer will still have to pay any charges run up, such as for an extra Revolut Card.

Binding document · Revolut Ltd · How do I close my Account? · Check the source

Maintaining the account £0

The fee schedule lists a £0 fee for maintaining the account under general account services.

Binding document · Starling Bank Limited · Check the source

We won’t charge you any fees for opening or running your account.

The document states that no fees are charged for opening or running the account.

Binding document · Starling Bank Limited · Check the source

The only fee Trading 212 can charge your Invest, ISAs, and SIPP is the FX Fee

The help centre states that the only fee Trading 212 can charge on Invest, ISA and SIPP accounts is the FX fee.

Published by the firm · Trading 212 UK Limited · fees article · Check the source

Getting the Wise debit card No subscription fees 7 GBP

The fee schedule states that getting the Wise debit card costs 7 GBP with no subscription fees.

Published by the firm · Wise Payments Limited · Check the source

Holding money in your account Holding money in your account Free

The fee schedule states that holding money in your account is free.

Published by the firm · Wise Payments Limited · Check the source

The issuance of the digital Card is free of charge and there are no monthly or annual fees.

The agreement states that issuance of the digital Card is free of charge and there are no monthly or annual fees.

Binding document · Wise Payments Limited · Check the source