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 £500,000 |
0.35% |
| Next £500,000 (up to £1 million) |
0.15% |
| Next £500,000 (more than £1 million) |
0.05% |
| Minimum charge |
£32 per month |
|
|
*Excluding the value of any cash held within your Wrap and any property held within your SIPP.
If you’re interested to find out more about the James Hay Wrap, please visit the literature
page.