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
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
If you hold funds (Unit Trusts and OEICs), we charge a percentage of their value per quarter; there is no fee to buy funds
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
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.
The quarterly custody fee for your ISA
The cost of two share trades at £10.99 each
As the dealing commission of £21.98 fully offsets the custody fee of £17.49, no custody fee is payable in this quarter
The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.
EQi does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.
The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.
You’ll pay no dealing commission if we don’t meet best execution
Open an ISA and you'll get a dealing account free of charge
The custody fee can be fully offset by online dealing commissions and funds platform fees.