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CHARGES

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PRIVATECLIENTS

Where you are a direct (non-advised) client of Intelligent Money we receive the IM Portfolio fees (after costs). Where you are an 'orphaned' (formerly, but no longer, advised) client of Intelligent Money we are paid from your SIPP/Pension annual charge.

Geometeric Graph

IM LIFESTYLE

Initial:        1.5%

Annual:    1% - 0.9%

Intertwined

PH PORTFOLIOS

Initial:       1.5%

Annual:    0.87% - 0.77%

White Crosses

IM OPTIMUM

Initial:        1.5%

Annual:    0.87% - 0.77%

White Curvy Lines

IM INDEX

Initial:       1.5%

Annual:    0.57% - 0.47%

White Oil Paint

ORPHANED

Initial:       None

Annual:    £80

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