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Do you charge for switching?

We don’t charge a fee for moving money from one managed fund to another on our platform. However, some fund management companies have a buy or sell charge and there are dealing charges for Exchange Traded Instruments, such as Investment Trusts, individual company shares and Exchange Traded Funds (ETFs).

The following factors may also affect the value of your holding when switching:

  • The bid-offer spread, if the switch involves a dual-priced investment
  • Stamp Duty Reserve Tax of 0.5% when trading in exchange traded products

You can find out more about the charges on a fund by viewing the relevant fund factsheet.

We have a 'Switch your investments' guide here that will help you through the process.