Charges
Each Service has a charge associated with it as described below.
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clarityINVEST
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Nil Initial Commission Transactions of: Unit Trusts, OEICs, ISA, ISA Transfers & PEP Transfers
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Paid from trail commission or fee option of 0.5% p.a.
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clarityTRANSACT+
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Transactions Extended to Include: Offshore Funds, Investment Trusts, Life & Pension Policies
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£ 810
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There is a broader range of services (including One to One advice and Valuations) through the clarityINDIVIDUAL Hub: Service Details.
Before implementing the investments, you need to take note of the following: -
Renewal Commission - There is no fee for the purchase of ISAs, PEP Transfers, Unit Trusts and OEICs. All initial commission is reinvested, plus the available discounts. Please note, however, that some of the investments pay a renewal commission of around 0.5% per annum of the value of the investments, which is retained by clarity to cover the cost of providing the service. This is an integral part of your management charge to any investment house, it is not an additional deduction (unless stated as such). In many cases (e.g. PEP Transfers & ISAs) this renewal cannot be re-credited to the investor; if it is not taken by the agent then it is simply absorbed by the investment house.
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