Avalon: Freedom ISA

Account:Freedom ISA
Account features
Apply online
Minimum investment Min single premium £1,000
Min monthly premium £80
Investment range
Unit Trusts/OEICS
Exchange-Traded Funds
Investment Trusts
Index Tracker/Passive
Offshore Funds
Number of funds Unlimited funds available
Fees and charges
Max Initial Charge 1%
Max Annual Fee 0.5%
Free switches most
Transaction Charge There is no transaction charge for unit trusts and OEICs. Investment trust shares purchased will be subject to stamp duty and stockbroker commission equal to 0.5% of the purchase value with a minimum of £20 and a maximum of £150. Purchases in equities, warrants, exchange traded funds and bonds will also incur additional stockbroker charges and commission due. This will include safe custody fees for stocks registered overseas, additional levies and/or tax due such as stamp duty. Safe custody fees may be up to a maximum of £100 per annum for each stock held.
Exit Charge none
Transfer Out Fee none