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Charges
Charges are made by way of an annual fee of 1.25% on the first 150,000 and 1% thereafter. In addition transaction fees are charged whenever stocks are bought or sold and an initial commission of up to 3% may be payable to your financial adviser. For full details, download our Schedule of Charges.

 
The account is run on a discretionary basis where we buy and sell stocks on your behalf within a nominee account, and according to the framework set by you. For full details download the Private Client Discretionary Agreement.