Account Charges
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Interactive Investor charges are transparent and competitive.
| ISA Account Fee | £0 – No account fee payable |
|---|---|
|
Fund Dealing Charges - Initial Charge |
Interactive Investor has negotiated significant discounts from our Fund Managers. Typical savings are 80% off the Standard Initial charge resulting in an average initial charge of 1%. |
|
Fund Dealing Charges - Annual Management Charge (AMC) |
Most funds charge an annual fee for the management of the assets – this is known as the AMC. These range from 0.1% to 2%, with most being between 1% - 1.5%. This charge is automatically reflected in the value of the price and therefore the portfolio price reflects the true value of your holding. |
| Equity Dealing Charges |
UK Stocks - FREE until 30 June 2010 (£1.50 thereafter) with Portfolio Builder UK Stocks and Investment Trusts - £10 flat fee per deal (Irrespective of the size of the deal) US and European stocks - £15 flat fee per deal |
| TradePlan Orders |
There is no charge for TradePlan orders within your ISA account and, if executed, the normal £10 commission applies. Orders Executed from an Investment account will cost £2, but Tradeplan orders, once executed will have reduced Dealing charge of £8. |
| Transfers In | Free |
| Transfers Out | £10 per stock |
| Interest Payable | Interest will not be paid on cash held in your ISA account. |
| Corporate Action Administration | Free |
| Dividend Reinvestment Charge | 1% of the value of the dividend paid (capped at £10) |
| UK Stamp Duty | As applicable |
| PTM Levy | £1 for transactions over £10,000 gross consideration |
