Quickie Question on How to buy Fund

nellis10

edinburgher wrote: »

There's another option - wait until your first monthly £100 has been invested and then you're free to top up with any amount from £100 (it doesn't have to be £500 minimum if you already have investments in the fund, even if these are less than £500).

Oh wow I didn't know that!! :j:j

So once the fund is open, I can add as little or as much as I want on an adhoc basis? Will I be charged per addition or just the flat 0.25% of the balance?

ColdIron

Lokolo wrote: »

You can change the DD amount by secure message

Good to know and differs from what I was told by customer services a few years ago when they posted a mandate to me. Ta very much

edinburgher

nellis10 wrote: »

Oh wow I didn't know that!! :j:j

So once the fund is open, I can add as little or as much as I want on an adhoc basis? Will I be charged per addition or just the flat 0.25% of the balance?

It does have to be a minimum of £100, the only way to pay less is to use a monthly instruction.

The 0.25% is the Platform Fee, so it's a flat charge.