UK Equities, Preference Shares, Convertibles, Investment Trusts, Overseas Transactions and Warrants Minimum | £20 | 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.
For Overseas transactions add any Overseas Tax or Stamp Duty if applicable, plus transaction and annual charge of £50 if a 3rd party settlement agent is required. (As stocks vary, please enquire at time of dealing). |
UK Gilts, Debentures and Loan Stocks Minimum | £20 | 1.00% on the first | £10,000 | 0.50% on the next | £10,000 | 0.25% on the excess over | £20,000 |
| | Unit Trusts/OEICS
Sales on same scale as equities opposite. Purchases usually nil commission due to rebate to Pilling & Co by the Managers, otherwise charged as equities opposite. Nominee Administration
Transfer out fee of £20 plus VAT per security but only if the stock was not bought through Pilling & Co or is transferred out of an account it was not originally purchased through, otherwise FREE. General Fees (plus VAT) Probate/Certified Valuations | £10 per stock (min £30) | Transfer of Beneficial Ownership | £10 per stock plus stamp duty | Duplicate Certificates | £10 per stock plus registrar/bank charges | Safe Custody of Foreign Stocks | £tba, enquire at time of deal |
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