Platform Charge
The Platform Charge is an annual charge calculated as a percentage (%) of the total value of assets on your platform account, excluding any cash balances. It is calculated on the value of all investments in each Product on your account. It is calculated daily and deducted each month.
The charge varies based on the different bands of assets held on the platform, as explained in the table below:
| Total amount invested | % Charge (annual) |
|---|---|
| First £100,000 | 0.30% |
| £250,000 | 0.25% |
| £50,000 | 0.20% |
| £1,500,000+ | 0% |
Example
If you invested £400,000 on the platform, the first £100,000 of that would be charged at 0.3%, the next £250,000 would be charged at 0.25%, and the remaining £50,000 would be charged at 0.2%.
Product Charges
Charges relating to Products will be disclosed in the relevant Product’s documentation such as Key Features Documents (KFDs).
Fund Charges
Charges for the funds held in the Products can be found on the fund factsheets.
Effective date: this information was last updated on 21 September 2026.