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Nominee Service Commissions & Charges at a Glance
 

1. 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.

Dividend Reinvestment Plan (DRIP Scheme)

0.5% (no minimum) plus UK purchases add 0.5% Stamp Duty 

2. Nominee Administration

Transfer-in stock

Free

Income distribution

Free

Rights issues, takeovers, open offers

Free

Half yearly statement & valuation

Free

Consolidated tax voucher

Free

Transfer stock out of nominees

£24 (per security, per transfer)

Cash withdrawal via BACs to bank

nil

Cash withdrawal by cheque

£5 plus VAT

CHAPS payments

£25 plus VAT

Probate/Certified Valuations

£10 plus VAT per stock (min £30)

Transfer of beneficial ownership

£20 plus VAT per stock plus stamp duty

Returned cheques

£20 plus VAT

Safe Custody of Foreign Stocks

£tba enquire at time of deal

3. Custody Fee

0.5% per annum charged six monthly in arrears on the total value of ALL your accounts with Pilling & Co. The fee has a minimum of £43.60 and a maximum of £152.60 per year. If you are registered for using Client Web Access (CWA) these fees reduce to a minimum of £41.80 and a maximum of £146.30. In other words, any value over £30,520 (non CWA) and £29,260 is free so you may wish to consolidate your investments from other managers.

Further Information

Your Nominee Service Questions Answered

How to open a Nominee Account

Nominee Service Brochure and Application Form

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Members of The London Stock Exchange
Authorised and Regulated by the Financial Conduct Authority No. 
652114
REGISTERED IN ENGLAND AND WALES No: 9220456

Registered Office: Henry Pilling House, Booth Street, Manchester, M2 4AF, UK
© 2018 Pilling & Co Stockbrokers Ltd., All rights reserved. E&OE

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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.