| Dealing accounts: | |
| Dealing (inc. designated) | No charge |
| Joint Dealing (inc. designated) | No charge |
| Investment Club | No charge |
| Company Dealing | No charge |
| Tax-efficient: | |
| SIPP Dealing (inc. Child SIPP) | No charge 1 |
| Shares ISA | £25 inc VAT 2 |
| Child: | |
| Self-select Shares Child Trust Fund (CTF) | No charge |
| Stakeholder CTF | 1.5% 3 |
| Standard rate | £12.50 |
| Frequent trader rate | £6 |
| (applies after first 100 trades at standard rate in each calendar quarter) | |
| Unit trust and OEIC purchases | No dealing fee4 |
| Regular Investment Service purchases | £1.504 |
| Dividend Reinvestment Service purchases | £1.504 |
| Fund Packages Investment Service purchases | No dealing fee4 |
| Funds held within packages can only be sold individually. | |
| Limit or stop loss orders | No additional charge |
| Stock deposit (deposit paper certificate) | No charge |
| Certificate charge (issue paper certificate) per holding | £10 inc VAT |
| Stock transfers (out) per holding | £10 inc VAT (max £100 per account type) |
| No inactivity fees and no other brokerage charges. | |
| For details of charges on Selftrade CFD and Spread betting accounts please see the Market Information Sheets for CFDs or Spread betting, as appropriate. | |
| Bank of England Base Rate on the full amount outstanding on your account. | |
| Late Payment Administration Charge | £15 |
| Interest payable (from 10 October 2008 ) | |
| Cash balance | Gross interest rate applied to whole balance 5 |
|---|---|
| Up to £15,000 | 0.1% |
| Above £15,000 | 1.0% |
| Charges | |
| CHAPS payments out (minimum payment - £2500) | £35 |
| CHAPS payments in (minimum payment - £5000) | Charges refunded |
| Any charges incurred by us as a consequence of payment failures or special payment instructions will be automatically debited from your Selftrade account. | |
| Stamp Duty | |
| Purchases of UK equities | 0.5% |
| Purchase of Irish equities | 1% |
| PTM Levy | |
| £1 flat rate charge on equity transactions over £10,000 | |
1 Your pension administrator or trustee will charge a fee.
2 Annual account fees payable in quarterly instalments in arrears.
3 Annual account charge no more than 1.5% including all the Legal &
General UK Index Trust charges. Selftrade’s share is capped at £25.
The charge is payable in half-yearly instalments in arrears.
4 Sales are subject to our standard £12.50 dealing fee.
5 The indicated rates are payable on cash held in all account types except Child Trust Funds. We pay interest monthly. We don't pay amounts of less than 30p and these will not accrue to the next period. Interest is calculated separately for each account type held at Selftrade. Interest on cash held in Child Trust Funds is paid at 1% below base rate.