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Child Trust Fund (CTF) Charges at a Glance


Non-stakeholder CTF

Dealing commission per deal, UK Equities, Preference Shares, Convertibles, Investment Trusts, Overseas Transactions, UK Gilts, Debentures, Loan Stocks and Unit Trusts/OEICS

Minimum £10
1.65% on the first £10,000
0.50% on the next  £90,000
0.40% on the excess over  £100,000

UK purchases add 0.5% Stamp Duty
Although most overseas transactions can be accommodated within these rates, please enquire at time of dealing as additional charges may be applicable.

Bed & CTF Charges
Sales are free of commission, purchases are charged at normal rates. For sales of a different security to that repurchased we make a flat £10 charge.

Stakeholder CTF

No commission is charged on deals as commission is paid to Pilling & Co by the fund managers.

CTF Administration
Transfer in CTF Free
Transfer out CTF Free
Rights issues, takeovers, open offers Free
Statement & valuation Free
Client Web Access Free

Stakeholder Annual Cost

Annual Fee 1.5% charged by fund managers

Non-stakeholder Annual Cost

Custody Fee 0.5% per annum charged six monthly in arrears on the value of the CTF account. The fee has a minimum of £20 and a maximum of £70.

Stakeholder Discretionary
CTF Charges Questions
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CTF to JISA Transfer Form 

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