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  • Charges and fees
  • Q&A
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Our low cost charges and fees

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.


General

  • How much is the service fee and when do you charge it?

  • Is there a cap on the service fee?

  • How do Fidelity’s charges compare with other platforms?

  • What do I get for the service fee?

  • Are all my accounts considered for the calculation of service fee tiers?

  • How are the calculations made? (For ISA, Investment Account, Junior ISA)

  • How will I know what service fees I have paid?

  • Will I be charged a service fee for ISA Cash Park (CAPA) holdings?

  • Is the deduction of a service fee a chargeable event for tax purposes?

 

Joint Accounts

  • How will you calculate the service fee tier of my joint Investment Account?

  • Will you take into account my joint account holdings for the purposes of calculating the service fee tier for accounts held in my sole name?

 

Multi-linked Accounts

  • Some of my holdings with you are invested through a financial adviser? How will the service fee tier apply to me?

Make investing more rewarding. Invest in an ISA online with us by 30 September 2017 and you will be automatically entered into a monthly prize draw where you could win £1,000 in Amazon vouchers.

No switching charges

Charges for re-inventing income

Same great service

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