Fees & Charges

• Adviser fees, Fidelity's fees and the ongoing management charges for each investment company are covered in the ‘Charges’ page below
• There are also dealing charges for exchange traded investments, covered in the ‘ETI dealing charges’ page below.
   

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• Dealing charges

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Dealing charges apply to trades in exchange traded investments (ETIs) as follows:

• The charge for a buy, sell or switch deal placed online is £3. For switches, this covers both sides of the transaction, which are charged at £1.50 each (sell and buy)
• For regular transactions carried out automatically such as for regular savings, regular withdrawals and tax relief investment, the charge is £1.50.
• The charges will differ should your client log in using our end investor website and use our share dealing service. This is because the client share dealing service offers live dealing into the market and does not benefit from the cost savings associated with aggregated dealing. The cost of buying and selling online will be £10 for each deal (switching is not available). Clients can also place orders by phone at a cost of £30 for each transaction..

Please note the following:

• Financial Transaction Tax (FTT) applies to purchases of some European exchange-traded instruments, including some domiciled in Europe and traded on the other exchanges, such as the London Stock Exchange (LSE). It is charged as a percentage of the transaction value and may vary between countries (e.g., Spanish FTT is charged at 0.2%).
• For aggregated trades, there is a flat rate charge of £1 that will be made on a purchase or sale of UK shares with a transaction value of over £10,000 if the trade is the only one instructed by the time of aggregation (9am or 3pm), or if the trade was placed online as a Market Order or Limit order by the end investor. It is used to finance the Panel on Takeovers and Mergers.
• For aggregated trades, there is also flat rate charge of €1.25 (in the Sterling equivalent) that will be made on a purchase or sale of Irish shares with a transaction value of over €12,500 (in the Sterling equivalent) if the trade is the only one made at the time, or if the trade was placed by online as a Market Order or Limit order. It is used to finance the Irish Takeover Panel.

These charges replace the dealing fee of 0.1% for transactions in Investment Trusts and ETPs when your account moves to our new administration system.

Stamp duty of 0.5% may also apply.