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ISAs & Unit Trusts/OEICs

The following are typical charges and savings for lump sum investments.

> Click here for monthly savings discounts and details by fund.

Platforms/Fund Supermarkets:

No Initial Commission on ISAs or Funds

50% Share of Renewal Commission

Valuation and Fund monitoring:

No Initial Commission on ISAs or Funds

50% Share of Renewal Commission

Valuation and Fund monitoring:

No Initial Charges on ISAs or Funds

50% Share of Renewal Commission

Valuation and Fund monitoring:

Fund Companies:

4.25% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

3% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5.25% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 2%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5.25% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 1.25%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 1%

50% Share of Renewal Commission

Valuation and Fund monitoring:

3.5% Initial Charge reduced to 0.5%

50% Share of Renewal Commission

Valuation and Fund monitoring:

4% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 2%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5.25% Initial Charge reduced to 2.25%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 0.5%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5.25% Initial Charge reduced to 1%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

4.5% Initial Charge reduced to 0.75%

50% Share of Renewal Commission

Valuation and Fund monitoring:

4.25% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5.25% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 1%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 1%

50% Share of Renewal Commission

Valuation and Fund monitoring:

4% Initial Charge reduced to 1% (A Class) or No Initial Charge with 1.5% cashback (X Class)

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

4% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

4% Initial Charge reduced to 0.5%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5.5% Initial Charge reduced to 1%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5.25% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5% Initial Charge reduced to 1%

50% Share of Renewal Commission

Valuation and Fund monitoring:

3.75% Initial Charge reduced to 0%

50% Share of Renewal Commission

Valuation and Fund monitoring:

5.5% Initial Charge reduced to 0.25%

50% Share of Renewal Commission

Valuation and Fund monitoring:

CommShare doesn't give investment advice. If you're unsure about suitability, you should seek professional advice. Past performance of an investment is not a guide to future performance. The value of investments or income from them can go down as well as up. You might not get back the amount you invest. Current tax levels and reliefs will depend on your individual circumstances.

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