Whether you invest in one of Fidelity's funds, or one from another manager, you will pay just two charges: the ongoing charges of the fund and our service fee.
The ongoing charges are the fees taken from the fund's assets by the fund manager to cover the cost of running and managing the fund. The service fee is paid to us, and covers everything we offer you, such as access to funds, accounts, investment articles and insights.
Example charges can be seen below:
Please note, this graphic represents a typical fund, but the actual breakdown of costs will vary between funds. For specific fund details, please see the relevant Key Investor Information Documents (KIIDS) provided with each fund.
* Other charges and service fees may apply.
If you have ISAs with another provider, we’ll pay you £100 to £1,000 cashback if you decide to transfer them to us (terms and conditions apply).
Then, once you’ve finished, you could be eligible for more cashback by transferring any pensions over to us.
In addition to any extra cashback you may receive, the added bonus is that by managing all of your investments in the same place, you make your life a whole lot simpler.
If you have any questions, please call our freephone UK-based team.
Monday to Friday, 8am to 6pm
Saturday 9am to 6pm.
The maximum cashback we’ll pay is £1,000 but not all customers will receive this amount. The actual cashback you’ll receive is dependent on the total value of your transfer. The minimum amount you must transfer to be eligible for cashback is £50,000. If you move your assets to another provider within 18 months of completing your transfer, Fidelity reserves the right to reclaim any payments which were made to you as part of this offer. Assets held in an existing Fidelity pension, including the Fidelity Personal Pension provided by Standard Life, the EBS SIPP and any defined contribution pension scheme held through Fidelity are not eligible for the cashback offer. This offer is valid for qualifying applications received between 30 December 2016 and 03 March 2017.
Please remember, the value of investments may fall as well as rise, and you may not get back what you invest. Eligibility to invest in an ISA will depend on individual circumstances, and all tax rules may change in the future. Fidelity Personal Investing does not offer advice, if you are unsure of the suitability of an investment, you should contact an authorised financial adviser.
Our UK-based Fidelity Personal Investing team may call you to help you with any queries you may have concerning the process.