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
| 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 above. Purchases usually nil commission due to rebate to Pilling & Co by the Managers, otherwise charged as equities above.
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 |
