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Custody fee
We charge a fee of £17.49 per quarter for holding your assets. Because it is a flat fee, no matter how high the value of your investments climb, the custody fee remains the same
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Dealing commission
When you buy and sell investments, you pay per trade; if you trade more than 20 times a month, the price drops to £5.99
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Funds platform fee
If you hold funds (Unit Trusts and OEICs), we charge a percentage of their value per quarter; there is no fee to buy funds
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Offset
Anything you pay in online dealing commission and funds platform fee will be deducted from your custody fee. Over a quarter of our customers fully offset their custody fee, so they only pay to trade
Benefit from low fees
Fees matter as, like interest rates, costs compound over time. If you pay out less year on year, you’ll have more to invest which can go a long way to helping you meet your goals.
At EQi, what you pay will depend upon what type of investments you hold and the type of trades you make. We charge a low flat custody fee, so no matter how high your investments grow, you’ll pay the same low fee. And, you can offset the custody fee by deducting online dealing commissions and funds platform fees. This means, if you trade shares twice in a quarter, you will pay no custody fee.
Example: Offsetting
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£17.49
The quarterly custody fee for your ISA
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£21.98
The cost of two share trades at £10.99 each
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£0
As the dealing commission of £21.98 fully offsets the custody fee of £17.49, no custody fee is payable in this quarter
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£0
You’ll pay no dealing commission if we don’t meet best execution
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£0
Open an ISA and you'll get a dealing account free of charge
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£0
Join us and pay no custody fee in your first two quarters