| Annual charges for holding funds (unit trusts and OEICs) are applied to each underlying account (excluding JISA and LISA) separately. It is tiered within bands as shown in the table below:- Tiers : Charge £0 - £250,000 0.45% The next £250,000 to £1million 0.25% The next £1million to £2million 0.10% Over £2million 0.00% LISA Tiers : Charge £0 - £1 million 0.25% The next £1million to £2million 0.10% Over £2million 0.00% JISA: Charge Annual charge for holding funds 0% There are also annual charges for holding shares, investment trusts, ETFs, VCTs, gilts and corporate bonds:- Product Wrapper Charge Fund & Share Account no charge Junior ISA: no charge ISA 0.45% (Max £45 per annum) LISA: 0.25% (Max £45 per annum) SIPP 0.45% (Max £200 per annum) This will be charged individually to each wrapper. Charges for holding shares do not apply to shares held in Hargreaves Lansdown plc. |
| Permanent UK Resident | |
| Minimum Initial Deposit | £0 |
| Minimum Monthly Investment | £0 |
| Minimum Lump Sum Stocks & Shares ISA Investment | £0 |
| An Annual Management Charge (AMC) of 1.2% applies. This charge is collected automatically from your ISA. |
| Permanent UK Resident | |
| Minimum Initial Deposit | £0 |
| Minimum Monthly Investment | £0 |
| Minimum Lump Sum Stocks & Shares ISA Investment | £0 |
| If you place 3+ trades during the quarter, there is no custody fee to pay. You are also automatically exempt from the share dealing custody fee if you invest £15,000 in an IG Smart Portfolio account. |
| Permanent UK Resident | |
| Minimum Initial Deposit | £0 |
| Minimum Monthly Investment | £0 |
| Minimum Lump Sum Stocks & Shares ISA Investment | £0 |
| No fees to open a Stocks & Shares ISA, and no annual ISA charges (plus no custody fee). No commission fees for monthly turnover up to €100,000 equivalent. Thereafter 0.2% with a minimum of £10 |
| Permanent UK Resident | |
| Minimum Initial Deposit | £10 |
| Minimum Monthly Investment | £0 |
| Minimum Lump Sum Stocks & Shares ISA Investment | £10 |
| There is no ISA level annual fee. |
| Permanent UK Resident | |
| Minimum Initial Deposit | £250 |
| Minimum Monthly Investment | £25 |
| Minimum Lump Sum Stocks & Shares ISA Investment | £250 |
| 0.45% platform fee, £1 monthly fee (waived for first 3 months and those with over £5k across a Cash ISA/Simple Saver), 0.45% currency conversion fee for US stocks trading |
| Permanent UK Resident | |
| Minimum Initial Deposit | £1 |
| Minimum Monthly Investment | £0 |
| Minimum Lump Sum Stocks & Shares ISA Investment | £0 |


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