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Our Account charges cover the basic ongoing cost to us of managing an Account for you, for example, maintaining records, custody of your investments, preparing information we send to you and making reports to the relevant parties.
We charge a flat account fee which means that as your wealth grows, the charges you pay to us won't. We don't charge a percentage of the value of your investments so the amounts you pay depend on the accounts you hold, the services you use and how often you use them. Not on your wealth.
Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.
Tax rules may change in the future and taxation will depend on your personal circumstances.
Charges may be subject to change in the future.
As well as our charges and fees, you will also pay a charge for your investments to the fund provider or investment trust.
For funds (OEICs, Unit Trusts, ETFs and Investment Trusts) the details are in the Key Investor Information Document (KIID)/Key Information Document (KID).
Consider our Investment Dealing Account to invest more in the markets in a timely and cost efficient way.
©2024 Best Sun Credit Union.
