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.
|Fund Management Company||Contact Phone||Literature available from|
|Aegon||0800 45 44 22||website|
|Artemis||0800 092 2051||website|
|Axa Framlington||0845 777 5511||website|
|Baillie Gifford||0800 917 2112||website|
|Black Rock||0800 44 55 22||website|
|BNY Mellon||0500 660000||website|
|Franklin Templeton||0845 606 1401||website|
|First State||0800 5874141||website|
|F & C Investments||0800 085 2752||website|
|Gartmore *||0800 289 336||website|
|GLG (prev SocGen)||0207 016 7000||website|
|Henderson New Star||0800 832 832<||website|
|Invesco Perpetual||0800 085 8677||website|
|Investec||0800 389 2299||website|
|Jupiter||0500 0500 98||website|
|Legg Mason||0845 358 1110||website|
|Liontrust *||0844 892 1007||website|
|M&G||0800 390 390||website|
|Marlborough||0808 145 2500||website|
|Neptune||0800 587 5051||website|
|Rathbone||0845 300 2101||website|
|Schroder||0800 718 7777||website|
|Standard Life||0141 222 8000||website|
|Threadneedle||0800 068 4000||website|
|Unicorn||0845 026 4287||website|
Please ensure you read our full terms and conditions, as well as those for your investment and read our leaflet `about our service’ to ensure you enclose the right information including our signed investment agreement. Please ask us to send you all the relevant information for your investment and our general investor pack. Power Robbins have no hidden charges or penalties of any kind and you are always free to seek professional advice elsewhere should you need it. We cannot accept any liability for links to external websites, please read our website terms and conditions. E&OE