Shard Capital Stockbroker Charges
Effective from 1 July 2018
Advisory Services |
Administration |
Commission |
|
| UK large cap equities | £27.50 (settlement & custody £10.50, execution £17 max) | Up to 0.75% | |
| Foreign equities+ | – | Up to 1% / (min £35) | |
| UK small cap equities (sub £100m market cap) | £27.50* (settlement & custody £10.50, execution £17 max) | Up to 1% | |
| Collective investments (OEICs/Investment Trusts/ETFs) | £27.50* (settlement & custody £10.50, execution £17 max) | 1% | |
| Corporate bonds and gilts | £20* (settlement & custody £20) | Up to 1% | |
| CFDs – UK & foreign equities | – | 0.3% / (£25 minimum ticket) | |
| CFDs – UK & foreign indices | – | Flat ticket £20 | |
| IPO & Placing participation | £75* (settlement & custody £10.50, execution £64.50 max) | Up to 5% | |
| 3rd Party Retail platforms | £27.50* (settlement & custody £10.50, execution £17 max) | Up to 1% | |
Managed Services |
Minimum Investment |
Administration |
Commission |
Annual Management Charge |
|
| Discretionary portfolio service | £20,000 | – | Up to 0.75% /(min £22.50) | 1.25% + VAT | |
| UK small cap discretionary service (sub £100m market cap) | – | ||||
| CFD discretionary service – UK & foreign equities | – | 0.2% | |||
| CFDs discretionary service – UK & foreign indices | – | £10 | |||
| IPO & Placing participation | £22.50* (settlement & custody £10.50, execution £12) | 2% | 1.25% + VAT | ||
| 3rd Party Retail platforms | £22.50* (settlement & custody £10.50, execution £12 max) | Up to 1% | 1.25% + VAT | ||
XO and CFD Platform |
Stocks & Shares |
CFD – Stocks |
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ShardGO charges |
Administration |
Commission |
Administration |
Commission |
|
| UK | – | 0.1% / £10 min | – | 0.1% / £12 min | |
| USA (DOW/S&P/NASDAQ) | – | 3c per share / 25 USD min | – | 2.5c per share / 25 USD min | |
| EUROPE (Amsterdam/ Brussels/ Paris/ Lisbon/ Milan/ Frankfurt | – | 0.2% / €15 min | – | 0.1% / €12 min | |
| EUROPE (Switzerland) | – | 0.2% / 20 CHF min | – | 0.1% / 20 CHF min | |
| AUSTRALIA | – | 0.15% / 24 AUD min | – | 0.1% / 10 AUD min | |
CFD – Indices |
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ShardGO charges |
Administration |
Commission |
|||
| UK (FTSE100 & 250) | – | Flat ticket £10 | |||
| USA (30 Wall St/SPX500/US Tech 100 NAS) | – | Flat ticket $20 | |||
| EUROPE (Netherlands 25 / France 40 / Germany 30 & 50 / Denmark 20 / Spain 35 / Italy 40 / EU Stocks 50 | – | Flat ticket €12 | |||
Execution only telephone service charges as per advisory services
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Commodities, Bonds, Futures, Contract Options, FX, FX Options, ETFs, ETCs
Individual commodities/asset pricing upon request
Other charges |
Fee |
|
| Share certificate | £24 per security (inc VAT) | |
| CHAPS payments | £30 (inc. VAT) | |
| Annual SIPP fee** | from £320 + VAT | |
| Late settlement fee (where customer is at fault) | £24 (inc. VAT) | |
| Stock transfer out (per security) | £12 inc. VAT | |
| Unpaid cheque fee (per occasion) | £24 inc. VAT | |
| ISA/JISA closure | £60 inc. VAT | |
| Account inactivity*** | £25 inc. VAT | |
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+ Custody and local charges may apply to foreign securities, certificated securities and other corporate action requests
* Fees shown are the maximum that would be charged but in some cases the fees are reduced; this is carried out on a case by case basis
** For further information on the range of SIPPs available through Shard Capital Stockbrokers and our charges, please contact one of our advisors
***On the 1st of January 2019 any account that has not traded (i.e. no buy or sell orders have been placed) within the preceding twelve months will be charged this fee. This will be levied annually on an ongoing basis on 1 January each year and will relate to the preceding full calendar year.
Floor 6
51 Lime Street
London, EC3M 7DQ
Shard Capital Stockbrokers is a trading name of Shard Capital Partners LLP regulated and authorised by the FCA (FRN: 538762).
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