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Discount Broker for investments, insurance & mortgages |
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Fidelity FundsNetworkTM
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Please click here to access Fidelity FundsNetworkTM Summary detailsThis is only a guide. Full details will be contained in the Key Features and Terms & Conditions for the fund supermarket. New investmentWe rebate 100% of our initial commission to reduce the initial charge. After the rebate, initial charges are generally between 0% and 2.5%. Minimum new investment is generally £1,000 per fund lump sum (additional lump sums into existing funds: £250 per fund) or, in most cases, £50 per fund monthly. Remember that we will also rebate 75% of any renewal commission each year by cheque (see our Terms of Business). Depending on the fund, renewal commission is typically 0.5% of the fund value per year, but can be lower or zero. You can find details of charges and commissions when you generate a personalised Key Features document when you have logged into FundsNetwork™. Alternatively, contact us with the names of the funds you are interested in and whether they will be held in a PEP/ISA. Re-registrationNeither FundsNetwork nor the fund companies offering re-registration charge anything for this service. There are no initial charges to pay. However, clients re-registering funds within Aegon's Premium PEP service will incur Aegon's usual charges on exiting the service. This is the only Aegon service for which there is a charge. In the unlikely event that a charge is levied by a third party, Fidelity will meet this cost. The link below shows the funds available through re-registration: Clubfinance’s usual 75% rebate of any renewal commission will apply. TransferWe rebate 100% of our initial commission to reduce the initial charge, and. Clubfinance’s usual 75% rebate of any renewal commission will apply. The minimum transfer is generally £1,000 per fund. Note that your existing plan manager may make a charge or exit fee. SwitchWe do not take any initial commission on switches. If you switch Units or Shares, you will normally pay a switching charge equivalent to 0.25% of the net price of the new Units or Shares. However, if you switch Units or Shares for which there was no initial charge on purchase, normal initial charges will apply. Funds are bought and sold so could also have a buy-sell spread or dilution levy. Fund ListPlease use the link below to find a list of funds available through the Fidelity FundsNetwork™. This list also shows whether the fund is available as an ISA investment, and whether it is available for re-registration. Fidelity FundsNetwork™ Information RequestImportant InformationClubfinance Ltd is authorised and regulated by the Financial Services Authority. Clubfinance offers an execution-only discount broker service; Clubfinance does not give advice or recommendations. If you have any doubt about the suitability of a particular product or service, or you require advice, you should seek a personal recommendation from an appropriate firm that does give advice. Clubfinance does not produce the products it arranges, or manage the underlying investments. Payments must not be made to Clubfinance, but to the relevant product provider. Contact details for Clubfinance can be found under ‘contact us’. Users of this website should be aware of the following:
The information on this website is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes and is governed by our terms and conditions of website usage, please click here for details. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.
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Clubfinance Ltd, all rights reserved. |
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