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Witan Wealthbuilder offers a two-tier pricing structure – a discounted price for investors who are happy to deal with us online, and 1% for investors who prefer to deal with us by phone or post. Online, we offer a live dealing service which allows investors to execute their own transactions. This means less work for us – hence the lower price. Below is a table outlining the amount of commission you will be charged based on various lump sum sizes, and beneath that a summary of the other elements of the charging structure.
| Lump Sum |
Online |
Telephone |
Postal |
|
£500 |
£15 |
£5 |
£5 |
|
£1,000 |
£15 |
£10 |
£10 |
|
£1,500 |
£15 |
£15 |
£15 |
|
£2,000 |
£15 |
£20 |
£20 |
|
£5,000 |
£15 |
£50 |
£50 |
|
£10,000 |
£15 |
£100 |
£100 |
|
Regular Savings |
n/a |
1% (Minimum £1.25) |
- All lump sum online dealing is charged at £15 flat fee irrespective of the size of the investment
- Telephone and postal dealing is charged at 1% (minimum £1.25)
- All regular savings are charged at 1% (minimum £1.25)
- ISA investors are charged an additional annual management fee of £30 (+VAT). This is a flat fee irrespective of how many ISAs held or which investment trusts are held
- Dividend reinvestment is charged at 1% subject to a minimum of £1.25
- ISA transfers out are charged at £20
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