Unit Trust - OEIC - ICVC - PEP

AS A RULE OF THUMB, WE GIVE 3% DISCOUNT OR CASH-BACK ON NEARLY ALL ISA INVESTMENTS AND 2.5% ON UNIT TRUSTS AND OEICS. IN ADDITION TO OUR DISCOUNTS THE INVESTMENT COMPANIES ADD THEIR DISCOUNT.

COMPANY Investment UT - OEIC - ICVC ISA Discounts Charge After Max Saving on Applications available from us or direct from the companies
Click to WEBSITE Usual Initial Charge Max Total Discount Max Total Discount ISA Discount £10,200 ISA
Aberdeen 4.25% 3.50% 4.00% 0.50% £408.00 0845 300 2890
Aegon 5.50% 3.50% 4.00% 1.50% £408.00 0800 454 422
Allianz 4.00% 4.00% 4.00% 0.00% £408.00 0800 317 573
Artemis 5.25% 4.50% 5.25% 0.00% £535.50 0800 092 2051
Aviva 4.00% 2.50% 3.00% 1.00% £306.00 0800 056 3542
Axa Framlington 5.25% 4.25% 4.75% 0.50% £484.50 0845 766 0184
Baillie Gifford 5.00% 4.50% 5.00% 0.00% £510.00 0800 917 2112
Baring 5.00% 4.25% 4.75% 0.25% £484.50 0845 082 2479
Black Rock 5.00% 3.50% 4.50% 0.50% £459.00 0800 445 522
Cazenove 5.00% 4.50% 5.00% 0.00% £510.00 020 3479 1000
Credit Suisse 5.50% 3.50% 4.00% 1.50% £408.00 020 7888 8888
F&C 5.00% 2.50% 3.00% 2.00% £306.00 0800 136 420
Fidelity 3.50% 2.50% 3.00% 0.50% £306.00 0800 414 124
First State 4.00% 4.00% 4.00% 0.00% £408.00 0800 587 4141
Franklin Templeton 4.00% 2.50% 3.00% 1.00% £306.00 0800 305 306
Gartmore 5.00% 4.00% 4.50% 0.50% £459.00 0800 289 336
GLG 5.25% 4.00% 4.50% 0.50% £459.00 0808 100 2543
Henderson 5.00% 4.00% 4.50% 0.50% £459.00 0800 832 832
HSBC 4.00% 2.50% 3.00% 1.00% £306.00 0800 520 420
Ignis 5.25% 4.50% 4.00% 1.25% £408.00 0800 317 749
Insight 4.00% 3.50% 4.00% 0.00% £408.00 0845 777 2233
Invesco Perpetual 5.00% 4.50% 5.00% 0.00% £510.00 0800 085 8677
Investec 4.50% 4.00% 4.50% 0.00% £459.00 020 7597 1800
JO Hambro 5.00% 2.50% 3.00% 2.00% £306.00 020 7747 5655
JP Morgan 4.25% 3.25% 3.75% 0.50% £382.50 0800 204 020
Jupiter 5.25% 4.50% 4.75% 0.50% £484.50 020 7314 7500
Lazard 3.75% 2.75% 3.25% 0.50% £331.50 0800 374 810
Legal & General 5.25% 2.50% 3.00% 2.25% £306.00 0800 027 7169
Legg Mason 5.00% 3.75% 4.25% 0.75% £306.00 0844 620 0013
Liontrust 5.00% 4.50% 5.00% 0.00% £510.00 020 7412 7100
M&G 3.00% 2.50% 2.50% 0.50% £255.00 0800 389 8600
Marlborough 5.25% 4.50% 5.25% 0.00% £535.50 0808 145 2500
Martin Currie 5.00% 4.00% 4.50% 0.50% £459.00 0131 229 5252
Neptune 5.00% 4.00% 4.50% 0.50% £459.00 0845 129 3333
Newton 4.00% 3.50% 4.00% 1.00% £408.00 0800 614 330
Octopus 5.00% 3.50% 4.00% 1.00% £408.00 0800 316 2349
Old Mutual 3.50% 2.50% 3.00% 0.50% £306.00 0808 100 8808
Premier 5.25% 4.50% 4.75% 0.50% £484.50 01483 306 090
Prudential 5.00% 2.50% 3.00% 2.00% £306.00 020 7220 7588
Psigma 5.25% 3.00% 3.50% 1.75% £357.00 020 7925 3172
Rathbone 5.50% 4.50% 5.00% 0.50% £510.00 0845 300 2101
Rensburg 4.50% 2.50% 3.00% 1.50% £306.00 0845 606 1402
Schroders 5.25% 4.75% 5.25% 0.00% £535.50 0800 718 7777
Scottish Widows 5.00% 2.50% 3.00% 2.00% £306.00 0845 767 8910
Skandia 5.00% 2.50% 3.00% 2.00% £306.00 023 8033 4411
Standard Life 4.00% 2.50% 3.00% 1.00% £306.00 0845 279 3003
SVM 5.25% 4.75% 5.25% 0.00% £535.50 0800 0199 440
T.Bailey 5.00% 4.25% 4.75% 0.25% £484.50 0115 988 8205
Threadneedle 3.75% 2.50% 3.00% 0.75% £306.00 0800 068 3000
UBS 4.00% 2.50% 3.00% 1.00% £306.00 020 7901 5000

We are unable to give cash-backs or discounts on any Index Tracking Funds and certain other funds.