James Brearley & Sons: NISA PRO ICON Transaction Based

James Brearley & Sons
Account:NISA PRO ICON Transaction Based
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 0.5% / £125
Free switches none
Transaction Charge PRO-ICON (for advisers ) Transaction Based charging option For UK shares, preference shares, overseas shares, open/closed ended funds, corporate bonds, Eurobonds, sovereign debt, UK Government stock, structured products and certificates of deposit 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 All stocks except institutional share class of funds can be traded. A transaction charge of £15 is applied to each bargain. A dealing inactivity charge of £100 will be applied to the clients account if less than four bargains are executed in any calendar year There is a £50 per annum nominee fee chargeable half-yearly at the end of April and October. 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