What does it cost

Our set up fee is €1,500 or 0.4% of the fund value if greater, with a maximum fee of €5,000.

Our basic annual fee is €1,500 or 0.4% of the fund value if greater, with a maximum fee of €5,000.

The annual fee permits the following investments and includes these services:

  • Equity based discretionary, advisory or execution only portfolio management using one stockbroker
  • Cash
  • Insured products subject to no more than 5 holdings
  • Preparation of annual profit & loss statement
  • Annual valuations

If you exit the scheme within the first 5 years we will apply an exit charge

Full details of our charges can be found in our Key Features Document.
 

Search