We provide investors with two options
Charles Stanley Investment Choices Platform
- Platform fee of 0.55% per annum up to a valuation of £500K; 0.45% between £500K and £1m; 0.35% for £1m+
- Typical Total Ongoing Charges Figure (TOC) of 1.03% per annum. Our costs and charges information document can be found here and should be read before you invest
- Zero platform charge for Junior ISA accounts
- Fees payable from the Cash Account
A full breakdown of our in-house service charges can be found here.
AEGON Investment platform
- Platform fee of 0.6% per annum up to £500K; 0.5% between £500K & £1m; 0.4% for £1m+
- Typical Total Ongoing Charges Figure (TOC) of 1.03% per annum per fund
- Fees payable from the Cash account
A full breakdown of the AEGON platform charges can be found here.
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