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Why have I received an annual charges summary?

New regulations (MIFID II) have asked the investment industry to provide a greater focus on transparency of charges and require us to send out an annual charges summary to every customer. Providers now share information with each other about the costs of managing investments. This has enabled us to start carrying out annual reviews of all the charges you pay and to give you a full overview of how they affect your investments. Initially, these reviews will concentrate on ISAs and Investment Accounts. In future, we plan to carry out similar reviews of the Pension.

We have created a guide to help you understand the summary you receive.

If you want to view your documents, you will need to log in to your online account or go back to your account summary. From here, select 'Documents' from the 'Quick actions' section.

Once on the documents page, you can filter by account and by date range. The default date range is the last 30 days; you may need to change this to find historical documents.