There will be no fees to transfer to AJ Bell or your chosen alternative provider.
In terms of how the fees compare to what you currently pay for CIRCA5000 please see the table below:
Category of Fee | CIRCA5000 | AJ Bell |
Subscription Fee | £1 | £0 |
Platform Fee | 0.45% | SIPP – 0.25% capped at £10 per month / £120 per annum
ISA / Junior ISA – 0.25% capped at £3.50 per month / £42 per annum
General Investment Account – 0.25% capped at £3.50 per month / £42 per annum |
Fund Fees | 0.42%* | 0.42%* |
Dealing charges – CIRCA5000 ETFs | Nil | Nil |
Dealing charges – Other ETF themes - Ad hoc | Nil | £5 (From 1st April 2024) |
Dealing charges – Other ETF themes - Regular Investment | Nil | £1.50 |
Transfers out | Free of charge | Free of charge |
*Fund fees are the average fund fees for the funds available on the CIRCA5000 platform.
AJ Bell Custody fees are collected from the cash balance in your account on a monthly basis.
AJ Bell Dealing charges are added to the consideration when you deal.
For any further information, please refer to AJ Bell’s FAQs here.