Call the office on 020 8870 7072 or email
Do you have investments held directly with Fidelity Personal Investing?  Take action to avoid the £90 Investor Fee

Do you have investments held directly with Fidelity Personal Investing? Take action to avoid the £90 Investor Fee

If you have investments held directly with Fidelity, without Seymour Sinclair as your Agent, you may have recently received a letter from them informing you that your Fees have increased.

Fidelity Personal Investing introduced an Investor Fee on the 1st February 2023, amounting to £90.00 a year for any customers with an account with them that is below £25,000.00 in value.

If you received this letter and the Fee applies to you, we are happy to move your Fidelity Account onto the FundsNetwork Platform.  You total annual fees will remain at 0.35% per annum but we will not charge the £90.00.  There is no charge for moving the account and the FundsNetwork Platform provides all the benefits of the Fidelity Platform including the tools to buy, sell and switch at no cost.

In Addition clients will benefit from the Seymour Sinclair Personal Investing Service. We are a small team of experts so if you have a question or would like us to make a transaction on your account, you can simply call or email.

Move your Fidelity Personal Investing Account to FundsNetwork:

To move your Fidelity Account held directly with Fidelity to FundsNetwork please just contact us with the following information:

1)  Full name
2)  Date of Birth
3)  National Insurance Number
4)  Fidelity Account Number (if known)

Your Account Number and details will not change.

Call 020 8870 7072 or email if you require any further information

  • Please Note that if you are with FundsNetwork this Fee does not apply to you.  Your account will be held directly with Fidelity and you will have received a letter from them informing you of this charge.


Your Capital is at Risk

Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.

For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.

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