Charles Stanley

Fi Score rankingWhere this ISA ranks compared to other ISAs based on Fi Score T28

Fi Fee (£10k balance)(£100k balance)(£500k balance)Our unique calculation for comparable fees across brokers for each account type, based on a 10k100k500k portfolio. Your fees may vary. £80

ISA fee notes ^{Charles Stanley gives you £50 in trading credits every 6 months, which you can use for ETFs. You can avoid platform and trading fees when investing into Charles Stanley's Multi-Asset Funds, there's also no commission for a regular monthly direct debit into other funds.}

Minimum account chargeThe minimum amount you need to pay for this Stocks & Shares ISA, excluding account fee reductions or discounts. £60

FX feeThe currency conversion fee when purchasing investments that aren't listed in GBP (£). 1%

In-specie transfersDoes the broker support the transfer of investments? Yes

^ETFs

Account fee on ETFsThe account fee you'll pay when investing in ETFs. 0.30%

ETF account fee capThe maximum amount you'll pay in account fees when investing in ETFs. £600 per year

ETF trading feeThe amount you'll pay to invest in an ETF in this ISA, excluding trading volume discounts. £10

ETF regular investing feeThe amount you'll pay to invest in ETFs when using an ongoing regular investment. N/A

^{Mutual funds}

Account fee on fundsThe account fee you'll pay when investing in mutual funds. 0.30%

Fund fee capThe maximum amount you'll pay in account fees when investing in mutual funds. £600

Fund trading feeThe amount you'll pay to invest in a mutual fund in this ISA, excluding trading volume discounts. £4

Fund regular investing feeThe amount you'll pay to invest in mutual funds when using an ongoing regular investment. £0

^Shares

Share trading feeThe amount you'll pay to invest in company shares, excluding trading volume discounts. £10

Fi Fee (£10k balance)(£100k balance)(£500k balance)Our unique calculation for comparable fees across brokers for each account type, based on a 10k100k500k portfolio. Your fees may vary. £300

SIPP fee notes ^{The platform fee for the Charles Stanley SIPP is 0.3% (£60/year min./£600/year max.), but there's also a yearly SIPP admin fee of £100 + VAT (free if you hold over £30k across your accounts). It's free to transfer in, but there's a fee of at least £125 + VAT to transfer out. You get £50 in free trading credits every 6 months.}

Minimum account chargeThe minimum amount you need to pay for this SIPP, excluding account fee reductions or discounts. £180

FX feeThe currency conversion fee when purchasing investments that aren't listed in GBP (£). 1% Up to £9,999

In-specie transfersDoes this SIPP support the transfer of investments? Yes

^ETFs

Account fee on ETFsThe account fee you'll pay when investing in ETFs. 0.30%

ETF account fee capThe maximum amount you'll pay in account fees when investing in ETFs. £600 per year

ETF trading feeThe amount you'll pay to invest in an ETF in this SIPP, excluding trading volume discounts. £10

ETF regular investing feeThe amount you'll pay to invest in ETFs when using an ongoing regular investment. N/A

^{Mutual funds}

Account fee on fundsThe account fee you'll pay when investing in mutual funds. 0.30%

Fund fee capThe maximum amount you'll pay in account fees when investing in mutual funds. £600

Fund trading feeThe amount you'll pay to invest in a mutual fund in this SIPP, excluding trading volume discounts. £4

^Shares

Share trading feeThe amount you'll pay to invest in company shares in this SIPP, excluding trading volume discounts. £10

^{SIPP features}

Employer contributionsDoes this SIPP allow contributions from your employer? Yes

Director depositsDoes this SIPP allow company directors to deposit company funds? Yes

DrawdownDoes this SIPP support drawdown? Yes

Fi Score rankingWhere does this account rank compared to other Junior Stocks & Shares ISAs on Financial Interest? 8

Fi Fee (£10k balance)(£100k balance)(£500k balance)Our unique calculation for comparable fees across brokers for each account type, based on a 10k100k500k portfolio. Your fees may vary. £80

Junior ISA fee notes ^{Charles Stanley offers £50 trading credits every 6 months which can be used for ETF commissions. Junior ISA account fees are 0.3% with a £5 monthly minimum and £50 monthly maximum. Investing in funds costs £4 but it's £0 for the Charles Stanley multi-asset funds (with no platform fee either). Shares and ETFs cost £10 per trade, and the FX fee starts at 1% and get's lower for trades over £10k.}

ETF trading feeThe amount you'll pay to invest in an ETF in this ISA. £10

Fund trading feeThe amount you'll pay to invest in a mutual fund in this ISA. £4

Share trading feeThe amount you'll pay to invest in company shares. £10

Junior ISA account feesThe account fees you'll pay when investing inside a Junior ISA. 0.30%