We appreciate the impact that excessive charges have on long-term investment performance. We will always strive to keep our costs as low as possible.
P1 Platform Price Calculator
Platform Assets |
Charge |
|---|---|
| £0 – £1,000,000 | 0.15%* |
| £1,000,000 + | 0.00%** |
*Subject to a minimum charge of £5 per month (£60 per annum) per client account.
**Subject to a maximum charge of £125 per month (£1,500 per annum) per client.
Product |
Charge |
|---|---|
| ISA / JISA | £0 |
| GIA | £0 |
| Trust | £0 |
| Third Party | £0*** |
| P1 Pension (Accumulation) | £0 |
| P1 Pension (Drawdown) | £10 + VAT per month |
| P1 Pension (Transfer Out) | £15 + VAT |
***Subject to any Third Party Product provider charge.
Asset Type |
Charge |
|---|---|
| ETF | 0.04%**** |
****Subject to a minimum fee of £4 per trade. Trades placed within a regular model portfolio rebalance or investment change will be aggregated.
Contact us to learn moreThe figures above illustrate the annual costs of investing in a P1 Model Portfolio on the P1 Investment Platform, including the typical amount of underlying fund charges.
As Platform Fees, MPS Fees and Fund Charges are linked to the value of the investment (which is subject to fluctuation), the amount charged may be higher or lower than those shown. The figures are therefore for illustrative purposes only.
Fund charges are calculated at 0.07%, 0.67% and 0.73% for Passive, Hybrid and E&S respectively. We use 0.85% for demonstration purposes for an External DFMs portfolio fund charges. P1 Model Portfolios are available on other investment platforms and you should refer to the charges applicable to your chosen platform.
