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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.
Click Here For Current ISA Limits and Rules
Here is the list of discounts we give off the intial charge for ISAs and Non-ISA investments. (OEIC. Unit Trusts.
ICVC)
| SEYMOUR SINCLAIR INVESTMENTS - DISCOUNTS | | Investment | Standard ISA | ISA Charge After | Max Saving on | Initial
ISA charge on | | Total Non-ISA | Non-ISA Charge | | Companies | Usual Initial Charge | SSI Discount | £10,680 ISA | £10,680
investment | | Discount | after SSI Discount | | Aberdeen | 4.25% | 0.00% | £453.90 | nil | | 3.75% | 0.50% | | Aegon | 5.50% | 0.00% | £587.40 | nil | | 5.00% | 0.50% | | Allianz | 4.00% | 0.00% | £427.20 | nil | | 3.50% | 0.50% | | Artemis | 5.25% | 0.00% | £560.70 | nil | | 4.75% | 0.50% | | Aviva | 4.00% | 0.00% | £427.20 | nil | | 3.50% | 0.50% | | Axa Framlington | 5.25% | 0.25% | £534.00 | £26.70 | | 4.50% | 0.75% | | Baillie Gifford | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | Baring | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | Black Rock | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | Cazenove | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | Close | 4.75% | 0.00% | £507.30 | nil | | 4.25% | 0.50% | | City Financial | 5.00% | 0.50% | £486.60 | £53.40 | | 4.00% | 1.00% | | F&C | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | Fidelity | 3.50% | 0.50% | £320.40 | £53.40 | | 2.50% | 1.00% | | First State | 4.00% | 0.00% | £427.20 | nil | | 3.50% | 0.50% | | Franklin Templeton | 5.00% | 1.00% | £427.20 | £106.80 | | 3.50% | 1.50% | | GLG | 5.25% | 0.50% | £507.30 | £53.40 | | 4.25% | 1.00% | | Henderson (Gartmore) | 5.00% | 0.50% | £480.60 | £53.40 | | 3.75% | 1.00% | | Henderson (New Star) | 5.00% | 0.25% | £507.30 | £26.70 | | 4.25% | 0.50% | | Henderson | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | HSBC | 4.00% | 1.00% | £320.40 | £106.80 | | 2.50% | 1.50% | | Ignis | 5.25% | 1.25% | £427.20 | £133.50 | | 3.50% | 1.75% | | Insight | 4.00% | 0.00% | £427.20 | nil | | 3.50% | 0.50% | | Invesco Perpetual | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | Investec | 4.50% | 0.00% | £480.60 | nil | | 4.00% | 0.50% | | JO Hambro | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | JP Morgan | 4.25% | 0.25% | £427.20 | £26.70 | | 3.50% | 0.75% | | Jupiter | 5.25% | 0.00% | £560.70 | nil | | 4.75% | 0.50% | | Lazard | 3.75% | 0.25% | £373.80 | £26.70 | | 3.00% | 0.75% | | Legal & General | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | Legg Mason | 4.25% | 1.25% | £320.40 | £133.50 | | 2.50% | 1.75% | | Liontrust | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | M&G | 4.00% | 0.00% | £427.20 | nil | | 3.50% | 0.50% | | Marlborough | 5.25% | 0.00% | £560.70 | nil | | 4.75% | 0.50% | | Martin Currie | 5.00% | 0.50% | £480.60 | £53.40 | | 4.00% | 1.00% | | Neptune | 5.00% | 0.50% | £480.60 | £53.40 | | 4.00% | 1.00% | | Newton | 4.00% | 0.00% | £427.20 | nil | | 3.50% | 0.50% | | Octopus | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | Old Mutual | 3.50% | 0.50% | £320.40 | £53.40 | | 2.50% | 1.00% | | Premier | 5.25% | 0.00% | £560.70 | nil | | 4.75% | 0.50% | | Prudential | 4.75% | 1.75% | £320.40 | £186.90 | | 2.50% | 2.25% | | Psigma | 5.25% | 1.25% | £427.20 | £133.50 | | 3.50% | 1.75% | | Rathbone | 5.25% | 0.00% | £560.70 | nil | | 4.75% | 0.50% | | Rensburg | 4.50% | 1.50% | £320.40 | £160.20 | | 2.50% | 2.00% | | Schroders | 5.25% | 0.00% | £560.70 | nil | | 4.75% | 0.50% | | Scottish Widows | 4.00% | 0.00% | £427.20 | nil | | 3.50% | 0.50% | | Skandia | 5.00% | 1.50% | £373.80 | £160.20 | | 3.00% | 2.00% | | Standard Life | 4.00% | 0.00% | £427.20 | nil | | 3.50% | 0.50% | | SVM | 5.25% | 0.00% | £560.70 | nil | | 4.75% | 0.50% | | T.Bailey | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | Thames River | 5.00% | 0.00% | £534.00 | nil | | 4.50% | 0.50% | | Threadneedle | 3.75% | 0.00% | £400.50 | nil | | 3.25% | 0.50% | | UBS | 4.00% | 1.00% | £320.40 | £106.80 | | 2.50% | 1.50% | | IMPORTANT NOTES: On all index tracking funds we do not offer any discount or cash-backs. Discounts are for lump sum investments. Monthly payments do not always attract a discount from the investment
companies. Although we try to keep the list up to date, company charges can alter from time to time and we accept
no liability as to the accuracy of this list. As we deal with nearly all ISAs it is difficult to list them all. These discounts
are the maximum available. Total Discounts is what we give as well as those given by investment companies. As a
general rule, we give 3% Discount or Cash-Back on nearly all ISA investments and 2.5% on non-ISAs. In addition to this, the
investment companies give our clients a further discount. The discounts are usually the same if you invest
inside or outside FundsNetwork. Please bear in mind that the value of investments
can fall as well as rise and you may lose some or all of your investment on encashment. All figures based on investing through Fundsnetwork. 7/11 E&OE |
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