DEALING COMMISSION (per Deal)
1. UK Equities, Preference Shares, Convertibles, Investment Trusts, Overseas Transactions, UK Gilts, Debentures and Loan Stocks etc.
| Minimum | £10 | | 1.65% on the first | £10,000 | | 0.50% on the next | £90,000 | | 0.40% on the excess over | £100,000 |
For UK purchases add 0.5% Stamp Duty.
For Overseas transactions please add any Overseas Tax or Stamp Duty, plus transaction and annual charge of up to £50 where a 3rd party settlement agent is required. (As stocks vary, please enquire at time of dealing).
2. Unit Trusts/OEICS Sales are on the same scale as (1) above. Purchases are usually free due to a rebate to Pilling & Co by the Managers, otherwise they are charged as (1) above.
3. Bed & SIPP Charges Sales are free, purchases are at normal rates. The minimum is £10. For sales of a different security to that repurchased we make a flat £10 charge.
4. SIPP Administration | Set up fee | £200 | (of which £120 levied by SIPPCentre and £80 by Pilling & Co) | | Annual fee | £200 | in arrears | | Transfer in | £60 | per scheme, maximum £300 | | Transfer out | £20 | per stock, plus £75 per scheme | Income withdrawal
USP (up to age 75) | £150 | p.a. in advance |
Income withdrawal
ASP (over age 75) | £250 | p.a. in advance |
The kiddie SIPP set up and annual fees are half of the above. All other fees are the same.
All administration charges are plus VAT.
Commission paid to Registered Intermediaries Up to 3% of initial fund value and up to 0.5% per annum trail may be paid to a Independent Financial Advisor by SIPPcentre via deductions from your account. We do not share dealing commission or management fees. How to open a SIPP »
Your SIPP Questions Answered »
Client Agreement Form (PDF) »
SIPP Brochure and Application Form (PDF) »
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