Some advisors and administration providers charge a switching fee if you want to switch between various investment funds. We don't.
Upfront advice fees
Some advisors charge fees for setting up your investment plan; up to 5% of the value of your investment. We do things differently and never charge you any upfront advice fees, so you put more of your money into your investment.
These fees are common in the industry and are linked to the performance of a fund. The better the fund manager does, the greater the fees; some performance fees can be as high as 2.5% of your investment per year. This fee can have a major impact on your investment – that’s why we never charge you performance fees.
Cancellation fees or transfer fees
In some instances, you might be charged a cancellation fee or incur a penalty when you transfer your investment to another provider, or cancel your investment, but we will never charge you this fee. We’d never use a penalty fee to try and make you stay with us. As the saying goes, “If you like your clients, set them free.”
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