Deals in Unit Trusts or OEIC’s do not incur dealing fees.

Deals in Investment Trusts (IT’s) and Exchange Traded Funds (ETF’s) will incur a dealing fee. This is £3 for any new contribution into an IT or ETF or £1.50 for any switches into or out of an IT/ETF. If you requested to switch out of one IT/ETF in to another IT/ETF, you would be charged a total of £3, ie £1.50 to switch out of the IT/ETF and £1.50 to switch into the other IT/ETF.

If you have any regular investments into IT/ETF products in your pension these will incur a dealing fee of £1.50. Regular investments are monthly savings plans, dividend reinvestments and tax relief.

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