• New MiFID II legislation means that from the 3rd January 2018 investors wishing to make a new investment or an additional contribution to an existing account must confirm that they have received and read a current Pre-Sale Cost and Charges document before investing.

    The cost calculations included in this pre-sale document follow the methodology prescribed by EU rules; this is intended to help investors compare products from a range of investment firms on a like-for-like basis.

Pre-Sales Cost & Charges Disclosure

  • Type Title 
    PDFJunior ISA Pre-Sales Cost & Charges Disclosures 144kDownload
    PDFISA Pre-Sales Cost & Charges Disclosures 145kDownload
    PDFChild Trust Fund (CTF) Pre-Sales Cost & Charges Disclosures 144kDownload
    PDFPrivate Investor Plan (PIP) Pre-Sales Cost & Charges Disclosures 145kDownload
    PDFChildren's Investment Plan (CIP) Pre Sales Pre-Sales Cost & Charges 145kDownload

Information in this section of the Website is directed solely at persons who are located in the UK and can be categorised as retail clients. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding further with any investment product referred to on this website. This website is not suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek advice before proceeding further with such product.

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