ISA’s, ISA transfers, Cash ISA transfers, inheritable ISA’s and investment or non ISA funds (not fundmarkets)

IF YOU KNOW WHAT YOU WANT WHY PAY MORE?

We aim to provide the best level of discounts for our clients who do not require advice and are happy to use our execution only service when investing direct with fund managers for ISA and non ISA funds.

If there is a company or product you are interested in which is not listed, please contact us on 0800 032 5433 and ask our friendly staff if we can help save you money.

In most cases we take no initial commission and therefore discount most or all of the initial charge and then we simply receive a share of the standard AMC (Annual Management Charge) paid by the fund manager (not you).

As an example if you were to invest with a fund manager with a 5% initial charge and we had a 5% discount for you – you would invest at no initial charge so for every £10,000 invested you would receive a contract note for £10,000 of units.

**If you are investing in an ISA with the fund manager, we even share part of the AMC with you if you join our client rewards scheme call the Annual Bonus Scheme – please request details (no obligation).  There is no time limit here you are free to join or leave at any time and this will not affect your investment.

So just to give you an overview – if the ISA fund manager had an Annual Management Charge of 1.5% per annum – and only if they paid fund based trail commission we would normally receive 0.5% per annum.  As part of our rewards scheme ** you would receive between 50% and 60% of the renewal ie. 0.2% or 0.3% per annum. So for £10,000 you would receive a cash back cheque of between £20 and £30 per annum (please request scheme details).

Please call us for the full information from both the fund managers and ourselves showing the discount we can offer – this is a full no obligation service at all times and will be posted to you within 24 hours.

You will not pay more by using our service on execution only direct ISA fund purchases, in fact you will receive a much better discount. If you do not getter a better deal by going through us we will tell you and send you direct to the fund manager – this is often the case for investment trusts (not to be confused with unit trusts)

If you cannot find the information you need on this page, please contact us .

Literature is available from the fund management companies directly either by phone, by clicking on the link to the website of the company concerned below, or by contacting Power Robbins.