James Brearley & Sons: NISA ICON

James Brearley & Sons
Account features
Apply online
Minimum investment Min single premium £1,000
Min monthly premium £0
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 none
Max Annual Fee 0.75%
Free switches none
Transaction Charge ICON (for Direct Clients ) There is a commission charge of 0.75% (minimum £15, maximum £30) per instruction executed for UK Equities, Preference Shares, Overseas Equities, Loan Stocks, Debentures, UK Government Stocks, Structured Products and Certificates of Deposit. For Unit Trusts and OEICs there is a commission charge of £25 per instruction executed. Trades requiring the receipt of payment and an application form or instruction confirmation to qualify for the next valuation point at the time the instruction is placed will be subject to an additional charge of £200. A transaction charge of £15 is applied to each bargain. Additional Charges - £50 for the purchase or sale of a Canadian stock. - £25 for the purchase or sale of US & European (non UK) Equities/Collectives and other overseas trades. - £25 charge per purchase or sale instruction conveyed verbally by telephone.
Exit Charge none
Transfer Out Fee none