A clearer approach to charges, which is simple, so investors can focus more of their time managing their portfolios.
Our typical service fee is just 0.35%.
Fund ongoing charges start from just 0.06%.
Extra savings for investors with larger portfolios.
Additional discounts on over 200 funds.
|Total value of investments||Service Fee (Annual amount or rate)|
|£0 to £7,499.99||£45 without monthly Regular Savings Plan|
|0.35% with monthly Regular Savings Plan|
|£25 for Junior ISAs/Junior Pensions|
|£7,500 to £249,999.99||0.35%*|
|£250,000 to £1 million||0.20%*|
|No further Service Fee is charged for assets held above £1 million|
* Please note that the Service Fee will be charged on the entire portfolio.
For Exchange Traded Instruments including Investment Trusts, this is capped at £45.
There is no service fee for these investments held in the Fidelity Investment Account.
Set up charge
|Dealing charges (phone, online and paper)|
Tax relief re-investment into funds
Printed valuation statement
Annual admin charges per capped drawdown account
Annual admin charges per flexible drawdown account
Transfer out to UK scheme
Transfer out to overseas scheme
Arranging death benefits
Pension splitting on divorce
|Foreign exchange rates||Transactions per fund rate|
Up to $50,000
$50,000 to $150,000
Third party charges
0.10% dealing charge – paid to J P Morgan which is included in the price of the ETF or Investment Trust that you are buying or selling.
0.5% Stamp Duty applies to purchases of Investment Trusts and paid to CREST.
Please note that Fidelity Personal Investing does not give advice. If you are unsure of the suitability of an investment you should speak to an adviser. The value of investments may go down as well as up, and you may not get back what you invest.