More value for you and your family
Family Linking is a multi-family member discount which can help drive down the cost of investment.
When you and your family members invest with us, you all benefit from one tiered charging structure that is based on the value of all products held on our investment platform, and CashHub savings. Plus the percentage charge reduces as assets grow.
Benefits of family linking
- Up to four generations of family members can be linked.
- Each family member’s charge is based on the total value of all products held on our investment platform and the CashHub, by the family members who are linked.
Please be aware, linked family members will need to be with the same financial adviser.
Enjoy lower investment charges for you and your family
Speak to your adviser about how our Family Linking benefit can reduce the cost of investing for you and your family members when you all invest with Quilter.
A small family group example: £909 saved each year
Quinn, 67, father and grandfather
Asset value: £662,800
- Charge without Family Linking: 0.23%
- Charge with Family Linking: 0.18%
- Saving £283
Ursula, 69, mother and grandmother
Asset value: £676,800
- Charge without Family Linking: 0.23%
- Charge with Family Linking: 0.18%
- Saving £285
Isaac, 40, son-in-law and father
Asset value: £100,000
- Charge without Family Linking: 0.30%
- Charge with Family Linking: 0.19%
- Saving £113
Leanne, 37, daughter and mother
Asset value: £58,000
- Charge without Family Linking: 0.34%
- Charge with Family Linking: 0.18%
- Saving £88
Thomas, 34, son
Asset value: £125,750
- Charge without Family Linking: 0.29%
- Charge with Family Linking: 0.19%
- Saving £130
Ethan, 10, grandchild
Asset value: £6,000
- Charge without Family Linking: 0.35%
- Charge with Family Linking: 0.19%
- Saving £10