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.
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P1 Platform Fees
Fee (Per Platform Account)
|£1m +||0.00% (capping the % asset-based fee at £1,500 pa)|
Minimum charge of £5 a month per client account.
|Product||Annual Administration Fee|
|3rd Party product||£0 Subject to 3rd party product provider fee|
|SIPP||£50 + VAT Maximum (Accumulation)|
|SIPP (Drawdown)||£125 + VAT (in Drawdown)|
|SIPP (UFPLS)||£100 + VAT (per UFPLS payment)|
|ETI||0.04%* (For example a £15,000 trade for ETF would result in a £6 charge)|
N.B. trades placed within a regular model portfolio rebalance or investment change will be aggregated.
|Stock transfer out||£1 (per line of stock)|
|SIPP transfer out||Where some or all of your fund is transferred to another provider, used to purchase an annuity or closure via flexi-access drawdown a charge of £75 plus VAT will apply to your payment.|
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The across above illustrate the annual costs of investing in a P1 Model Portfolio on the P1 Investment Platform, including the 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.