Current Dealing and Administrative Charges
All our current commission and administrative charges are detailed in the tables below. If you can't find the information you're looking for, please call or email our customer services team for assistance.
| Dealing Action | Charge |
|---|---|
| Real-time online UK trades | £10 |
| Real-time online international trades | £17.50 |
| Regular investments | £2 per stock (purchases only) |
| Funds | FREE |
What else do you pay?
UK trading
When you buy UK stocks, you also have to pay a form of tax called Stamp Duty or Stamp Duty Reserve Tax. This is 0.5% of the value of the investments you buy (1% on Irish stocks and 0% on Exchange Traded Funds).
International trading
In addition to your dealing commission, foreign currency conversions are required to facilitate the settlement of international transactions. We apply a charge of 1% either side of the available exchange rate when buying and selling international securities. The available exchange rate is based on the exchange rate provided by Digital Look. Indicative exchange rates are provided prior to trading, and the rate applicable to the individual trade is confirmed on the contract note once the deal has been completed.
Fund trading
Fund managers will typically charge an Initial Charge of around 5% of your investment amount. In addition to this upfront cost there will often be an Annual Management Charge of around 1.5%. We offer a wide range of funds with discounted or 0% Initial Charges.
Share trades with a value over £10,000
If you buy or sell any investments worth over £10,000, you pay a levy of £1.00 to the Panel on Takeovers and Mergers (PTM).
| Administration Charges | Charge |
|---|---|
| Stocks & Shares ISA admin fee | £12.50 (plus VAT) paid half-yearly |
| Transfer out of shares electronically to another broker | £25 per investment |
| Transfer shares in from another broker | FREE |
| Transfer out of shares electronically from your ISA to another ISA manager | £25 per investment |
| Transferring in shares from another ISA manager | FREE |
| Transfer in from an approved sharesave scheme | FREE |
| Transferring in share certificates | FREE |
| Cash withdrawal by cheque | £25 per withdrawal (plus VAT) |
| Cash withdrawal by electronic transfer (BACS) | FREE |
| Annual Consolidated Tax Certificate | FREE |
| Copy of Annual Consolidated Tax Certificate | £30 (plus VAT) |
| Ad hoc statement or valuation (on request) | £30 per item (plus VAT) |
| Certificated withdrawal of stock (Crest eligible stock only) | £35 per investment |
| Voiding of ISA | £65 (plus VAT) |
| Repair of ISA | £65 (plus VAT) |
| ISA closure fee/transfer fee | £50 (plus VAT) |
| Participation in selected corporate actions - rights issues, open offers and offers for subscription | £7.50 online customers £2.50 ShareBuilder customers FREE for ISA/SIPP customers |
| Probate valuations | £50 (plus VAT) |
| Distribution of assets (following executor instructions) | £35 (plus VAT) |
| Lodging a Bankruptcy Order/Voluntary Arrangement | £35 (plus VAT) |
| Lodging a Power of Attorney | £35 (plus VAT) |
| Annual account statement/portfolio valuation | FREE |
| Dividend reinvestment | 2%, maximum £10 |
| Dividend collection and payment | FREE |
| Overdue payment/stock chaser letter | £5 for first letter; £10 for subsequent letters |
| Attendance at shareholder meetings (on request) | FREE |
| Arrangements for proxy voting (on request) | FREE |
| Annual reports (on request) | FREE |
| Shareholder benefits (on request) | FREE |
These charges are valid for all The Motley Fool Share Dealing accounts, excluding our Self-Invested Personal Pension (SIPP). For SIPP charges, find out more here.
Advanced Dealing (TradePlan) Charges: When you set up a TradePlan, we'll make a charge of £2, but if a trade is executed, we'll reduce the commission on that trade by £2 to £8. Advanced Dealing (TradePlan) Charges When you set up a TradePlan, we'll make a charge of £2, but if a trade is executed, we'll reduce the commission on that trade by £2 to £8.
You can amend a TradePlan order at any time before it expires. A charge of £2 will be made each time you amend the plan. If your TradePlan expires before it has been executed then the £2 charge won't be refunded. You can cancel a TradePlan at any time without an additional charge. Please note that there's no charge to cancel an international limit order. TradePlans on Self-Select Stocks & Shares ISAs and SIPPs are FREE, so there's no reduction in commission on the deals executed.
TradePlan isn't available on certificated sales. TradePlan is only available on CREST eligible UK investments. As always, our charges can be checked online at any time, just visit our website.
