Please check the fund manager fact sheet or the Key Investor Information Document (KIID) for details of this. “With our shared beliefs and values, this acquisition really felt like a natural fit as Fidelity’s FundsNetwork platform was already powering their investments, so I am confident this will be a straightforward transition for Cavendish customers.”. Cavendish currently charges 0.25 per cent for accounts valued at less than £200,000 and 0.2 per cent for those with a larger sum of assets. * Not Tiered means the same Annual Management Charge will be applied to the whole fund once the threshold is reached. Our friendly team are on hand to provide any help you may need. The dealing fee will be at a rate of 0.10% of the value of the deal. Cavendish Online Ongoing Fee - You will continue to pay our fee of 0.05% per annum based on the value of on any shares, IT’s, ETF’s or funds that you hold with us. I would like to transfer my Vanguard funds to my Vanguard SIPP but keep the Cavendish SIPP for the funds I cannot hold with Vanguard. You will be charged £1.50 for a regular monthly contribution into a share, IT or ETF, this is instead of the £10 dealing fee. See how we offer financial advisers flexibility from a broad range of solutions. They will see no immediate changes to their costs, as Fidelity pledged to retain their current platform charges for at least 12 months from the transaction date. Some fund managers impose a dilution levy or fund manager buy/sell charge on some of their funds. Email us on to let us know. If you are transferring an existing pension then the following charges will also apply: £70 = New Pension Application + Single Transfer, £75 = New Pension Application + Single Transfer + Recorded Delivery, £100 = New Pension Application + 2 or more Transfers (Inc RD) (Fees capped at £100). It is through being execution only that we can offer you such highly competitive charges for your pension. Reduced to 0.15% on the entire balance if you have a combined value of more than £200,000 in your ISA, Investment and Pension accounts.

© The Financial Times Ltd 2020 "FT", "Financial Times", "FTAdviser" and "Financial Adviser" are trademarks of The Financial Times Limited and their associated companies. Those with investments valued between £200,000 and £250,000 will also pay more. Cavendish Online Ongoing Fee - You will continue to pay our fee of 0.05% per annum based on the value of on any shares, IT’s, ETF’s or funds that you hold with us. I hold several Vanguard funds in Fundsnetwork via Cavendish for the 0.25% fee. The Cavendish Online FundSupermarket Pension offers a great range investment options at an extremely competitive cost. The Cavendish Online FundSupermarket Pension offers a great range investment options at an extremely competitive cost. This means after the 12-month grace period, customers with less than £200,000 of investments will pay higher platform charges with Fidelity than they currently pay with Cavendish. Our service is designed for clients who have done their own research and know which pension they would like to invest in. There are THREE explicit charges you will pay on the Cavendish Online FundSupermarket Pension: This charge will vary according to the fund you wish to buy. Cavendish customers will switch to Fidelity on 20 November. You have access to over 3,500 of the most popular funds and only pay the fund charge and the annual fee of 0.25% (made up of a 0.20% platform fee to FundsNetwork and a 0.05% ongoing fee to Cavendish Online). There are other Investment products available through Cavendish Online which are not linked to the Cavendish Online FundSupermarket platform. You don’t need to worry about manually paying the charges on your Cavendish Online FundSupermarket pension. For less liquid companies such as those quoted on the Alternative Investment Market (AIM) the bid/offer spread could be much higher. We are proud to be able to offer our customers some of the most competitive charges across a range of different investment products. Dealing Charge - You will pay a dealing charge when you buy, sell or switch shares, IT’s or ETF’s. There are no initial charges, no switching fees and no exit fees. SDRT is not charged on ETF's or shares listed on AIM (Alternative Investment Market).PTM LevyIf you buy or sell more than £10,000 of a particular share, IT or ETF you will also be charged an additional £1, this is for the UK Panel of Takeovers & Mergers Levy. What are the charges for regular monthly contributions? Stamp Duty Reserve Tax (SDRT)When you buy a share or IT that is domiciled in the UK you will be charged SDRT at the rate of 0.5% of the value of the transaction. We update this regularly to ensure you have all of the information you need to make an informed decision when using our service. What do you think about the issues raised by this story? Share dealing clients will benefit from live … What are the charges for receiving dividends? As soon as these accounts are migrated to the new platform, the dealing charge will change from 0.1% to £10 for deals or £1.50 for regular contributions. What are the charges for regular monthly contributions? How do I pay the charges on my pension account? Each month you’ll receive a consolidated payment made to your bank account covering all your fees. Please click here to identify a specific fund charge. The FundsNetwork Platform Charge and Cavendish Online Ongoing Fee will be calculated based on all holdings within the pension (including cash balances). Fidelity International has bought Cavendish Online in a move that will bring more than 30,000 new customers and £900m of assets to its platform. Former Cavendish customers will have access to Fidelity’s online guidance services, its range of investment tools, market news, daily insights and in-depth analysis as well as Fidelity’s free iOS and Android apps to check their investments on the go.

ISA's and Investment Account dealing charges - For any purchase or sale instruction that you submit from your ISA, JISA or Investment Account you will be charged, Pension dealing charges - for any new contribution that you submit directly into an IT or ETF you will be charged a. This product is not available directly with Aviva. The spread can change when stock markets are volatile and also can be higher when stock markets first open in the morning and when they close later in the day.You can check the bid/offer spread by logging in to your account and finding the product that you're considering investing in on the Investment Finder tool where you will see the Sell (Bid) and Buy (Offer) prices. Tracker funds start from 0.06% but the majority of funds on the platform (over 90%) will have a fund manager charge of 0.75% so typically the total charge on your pension will be 1.00%. For highly liquid companies such as those in the FTSE100, the bid/offer spread will usually be very small.

For these non-migrated accounts you will have access to a smaller selection of IT’s and ETF’s. Please be aware that these charges do not apply to any deals that you place in funds, i.e.


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