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II confirm takeover of EQi
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I was wondering whether to move if II were expensive. But their online price list says £9.99 a month or £120 a year. So for a GIA with just 1 fund £100k buy and hold, no dealing fees, which would be my situation, that's about 0.1%. Looks reasonable. Or is there another platform fee or something else II charge on top I haven't seen?
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Barry_Bear said:I was wondering whether to move if II were expensive. But their online price list says £9.99 a month or £120 a year. So for a GIA with just 1 fund £100k buy and hold, no dealing fees, which would be my situation, that's about 0.1%. Looks reasonable. Or is there another platform fee or something else II charge on top I haven't seen?If it's an OEIC fund then you could transfer it to iWeb (run by Halifax Share Dealing) who have no ongoing charge but charge £100 setup so you would break-even after 10 months. Or if you don't want to pay the setup charge then Halifax Share Dealing's new ongoing charges are £36 pa but after 3 years it would have been cheaper to go with iWeb.If it's an ETF, IT, etc then consider Jarvis X-O who have no ongoing charge for a GIA.All that is assuming there really are no trades eg divi reinvestment as it accumulates.
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Alexland said:Barry_Bear said:I was wondering whether to move if II were expensive. But their online price list says £9.99 a month or £120 a year. So for a GIA with just 1 fund £100k buy and hold, no dealing fees, which would be my situation, that's about 0.1%. Looks reasonable. Or is there another platform fee or something else II charge on top I haven't seen?If it's an OEIC fund then you could transfer it to iWeb (run by Halifax Share Dealing) who have no ongoing charge but charge £100 setup so you would break-even after 10 months. Or if you don't want to pay the setup charge then Halifax Share Dealing's new ongoing charges are £36 pa but after 3 years it would have been cheaper to go with iWeb.If it's an ETF, IT, etc then consider Jarvis X-O who have no ongoing charge for a GIA.All that is assuming there really are no trades eg divi reinvestment as it accumulates.
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Decades ago I got free HBOS shares
then a few years later I was contacted and to say that Equiniti was dealing with them and I was given a website address where I could log in and check my share values, statements, dividend preferences etc etc
Will this news affect me then?
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ranciduk said:Decades ago I got free HBOS shares
then a few years later I was contacted and to say that Equiniti was dealing with them and I was given a website address where I could log in and check my share values, statements, dividend preferences etc etc
Will this news affect me then?2 -
Oh great!
thanks for answering my question0 -
Wonder what happens if you have a LISA transfer request already submitted to EQi?! Posted ours last week!My referrals page:
https://sites.google.com/view/donnaonamission/home
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My LISA transfer from Onefamily to EQi has just gone through, pretty smoothly I have to say. I would not be impressed if they sold back to Onefamily!1
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ivormonee said:moneysavinghero said:Looks like II will be increasing their monthly fee again to pay for this.
ii are much cheaper than HL or AJ Bell for me. The flat fee structure is cheaper once you reach a certain amount of investments.1 -
eskbanker said:ranciduk said:Decades ago I got free HBOS shares
then a few years later I was contacted and to say that Equiniti was dealing with them and I was given a website address where I could log in and check my share values, statements, dividend preferences etc etc
Will this news affect me then?0
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