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PRIVATECLIENTS

CHARGES

Indoor Riding Arena

ADVISED PRODUCTS

The Intelligent SIPP

Annual Management Charge £235

Annual Benefits Charge £115

Please refer to the Key Features documents for other charges

All other advised SIPPs and Pensions

Annual Management Charge £185.

Annual Benefits Charge £115

Please refer to the Key Features documents for other charges

DIRECT (NON-ADVISED) PRODUCTS

The Private Clients Pension, ISA and GIA have no account charges

If you are an orphaned client (formerly, but no longer, advised) your advised SIPPs charges will still apply. You are free to switch to the Private Client Pension at no charge should you wish.

PORTFOLIOS

All IM and PH Portfolios have a 1.5% initial charge with the exception of IM Money Markets) and the following annual management charges;

IM LifeStyle 1%

IM Optimum 0.87%

PH Portfolios 0.87%

IM Index 0.57%

IM Money Markets 0.35%

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IM LIFESTYLE

Base:       Managed Blend  

Control:   Target Dated

Initial:       1.5%

Annual:    1% - 0.9%

Exit:          None

Image by Milad Fakurian

PH PORTFOLIOS

Base:       Stocks 

Control:   Managed

Initial:       1.5%

Annual:    0.87% - 0.77%

Exit:          None

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IM OPTIMUM

Base:       Trackers   

Control:   Managed

Initial:       1.5%

Annual:    0.87% - 0.77%

Exit:          None

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IM INDEX

Base:       Trackers   

Control:   Passive

Initial:       1.5%

Annual:    0.57% - 0.47%

Exit:          None

PORTFOLIO  CHARGES AT A GLANCE

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