Living Annuity Plan: Charges
| Set-up |
£10,000
|
| Annual Administration |
0.6% p.a. (minimum £2,500
maximum £7,000)
|
| Transaction Fee |
£30 per purchase or sale of security within the Plan. |
The charges are increased if unquoted securities are included in the Plan to cover additional costs.
| Set-up |
£1,500 per unquoted security
|
| Annual Administration |
£500 per unquoted security |
The charges are deducted quarterly in arrears.
The above charges can be varied.