These are our fees payable by a Partner
- 1. £150 initial registration and first year fee payable to Invest Wealth Solutions Ltd to act as registered holder of each investment for each client. The fee will include the issue of a Declaration of Trust supported by a signed but undated Stock Transfer in respect of the investment;
2. £100 per annum per shareholding payable on each anniversary of the initial registration while Invest Wealth Solutions Ltd continues to act as the registered holder of the investments;
3. £150 for a Trust Deed that enables a donor investor to subscribe or gift to their minor children and / or grandchildren, under a Bear Trust;
4. £20 in respect of the costs to transfer to the beneficial owner any dividends or sale proceeds received by Invest Wealth Solutions Ltd. If your client requires any special arrangement for the remittances of funds (e.g. CHAPS payment) then any such additional costs will be borne by your client.
5. For a pre-agreed fee, Invest Wealth Solutions Ltd can make an Application for Allotment for shares in a company on behalf of the Beneficiary (if the Beneficiary puts Invest Wealth Solutions Ltd into funds via its Trust account). An application direct by Invest Wealth Solutions Ltd may have additional advantages to the Beneficial owner.
We pride ourselves on the clarity and simplicity of our service, including our pricing structures
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Registered with FSA under number 500175