This fee can be paid by an Invoice or alternatively, we can arrange for payment to be taken directly from your investment portfolio. If the fee is taken from the policy provider, it will affect the future value of your investment or pension.
Example 1: if your investments are, on average over the year, valued at £10,000, the On- going Annual Management Fee is £100. As this is less than the minimum, you would pay £500 per annum.
Example 2: if your investments are valued at £100,000 on average over the year, the On- going Annual Management Fee is £1,000. As this is over the minimum, you would pay £1,000.