Charges
A monthly charge will be deducted, based on the value of investments held as shown in the table below and the cost of paying commission to the client’s Financial Adviser.
Click here to access the full charging structure for Wrap.
Charging Structure
| Overall Wrap Portfolio Valuation* |
Transaction charging rate (p.a.) |
| First £250,000 |
0.65% |
| Next £250,000 |
0.50% |
| Next £500,000 |
0.30% |
| Over £1 million |
0.10% |
| Minimum charge |
£66.67 per month |
*Excluding the cash in the bank account, any product bank account, the Wrap Special Deposit Account and the value of any SIPP property.
If you’re interested to find out more about the James Hay Wrap, please visit the literature
page.