A J Bell Investcentre Charges

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A j bell investcentre charges. Breakdown of annual charges. Products and services our range of products and services is designed to suit everyone from independent investors to financial advisers and wealth management companies. Aj bell investcentre is an award winning low cost platform. For nearly twenty years aj bell youinvest has helped people invest in the life they want to live.

Fund value 210000 150000 in his sipp 45000 in his isa and 15000 in his gia total annual charge 420 mr singh has transferred his existing savings to an aj bell investcentre sipp isa and general investment account gia on his financial advisers recommendation. Charges all charges listed are effective from 1 january 2019. Aj bell investcentre platform charges and rates 6 additional notes 1. Were part of aj bell one of the largest investment platforms in the uk with 543 billion in assets under administration.

Additional notes 5 6 and 7 relate exclusively to the charges and rates sections of the same name. Annual funds custody charge including unit trusts oeics and structured products 025 on the first 250000 of funds 010 on the value between 250000 and 1m 005 on the value between 1m and 2m. Aj bell investcentre faqs 1aj bell investcentre faqs if you cannot find the answer to your question here please get in touch with a member of our adviser support team who will be happy to help you. The removal of the junior sipp establishment fee will save clients 120vat and the removal of the quarterly administration charge on junior sipp investments held in aj bells funds shares service will provide further savings of up to 200vat per year.

Aj bell contact us and help charges and rates log out log in aj bell youinvest is an easy to use award winning platform open an account our services our accounts sipp stocks and shares isa lifetime isa dealing account.