Our unbundled charging structure, combined with very competitive fund costs mean your client can achieve great value on the total cost of ownership of an investment with Quilter.
- One simple tiered Product/Service Charge across all wrappers with a rate that reduces as our platform investments increase
- No wrapper charge
- The best fund deals in the market
- No transaction fees for withdrawals and trades on unit trusts and OEICs.
Please refer to 'Are there any third party costs?' for information on transaction fees for Exchange Traded Instruments and Exchange Traded Funds.
| Product/Service Charge | |
| Total amount invested | Percentage Product/Service Charge each year |
| First £50,000 | 0.35% |
| From £50,000 to £250,000 | 0.25% |
| From £250,000 to £750,000 | 0.20% |
| More than £750,000 | 0.15% |
Clients can benefit from family linking, with the potential to reduce the Product/Service charge, please see 'Is family linking available?'.
The Product/Service Charge is taken from the account by unit deduction.1/12th of the charge is taken monthly on the charge deduction date.
There is no Product/Service Charge applied to the CashHub.
Bondsmith are paid directly by the savings account provider. This is up to 0.25% of the account values held with the Savings Account by the trustees. It is deducted from the interest rates before they are displayed so the interest rate that is shown is the rate that is paid. Bondsmith pay Quilter a distribution fee of up to 0.15%.
While it does not attract a charge, the total amount of cash savings held in the CashHub is included in the combined value of your investments used to determine the annual charge rate for the accounts and bonds on our platform, potentially reducing the overall charge.