The following details the charges levied for the provision of the FDR Investment Management services described elsewhere in this section: -
Portfolio Management Service
| Minimum investment | None |
| Provision of investment advice/initial portfolio creation | Up to 3% |
| Provision of investment advice/switch of existing capital | 1% |
| Annual portfolio fee | 0.5% |
Investment Management Service
| Minimum investment | None |
| Provision of investment advice/initial portfolio creation | Up to 3% |
| Provision of investment advice/switch of existing capital | Nil |
| Annual portfolio fee | 0.75% |
The charges listed may be either in the form of commission or fees invoiced to the Client as appropriate. The level of charges is agreed in advance and Clients are kept fully informed of all charges that are levied on advice provided and investments arranged.
For further information please contact Mike Rostron or Nick Fletcher at FDR Investment Management on: 0161 819 1575
