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PSigma Investment Management |
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| Schedule of Annual Fees & Charges |
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Advisory Portfolio |
First: £500,000 0.90%
Next: £500,000 0.60%
Next: £2,000,000 0.40%
Next: £2,000,000 0.30%
Thereafter: Negotiable
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Discretionary Portfolio |
First: £500,000 0.90%
Next: £500,000 0.60%
Next: £2,000,000 0.40%
Next: £2,000,000 0.30%
Thereafter: Negotiable
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| Transaction and Handling Charges |
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Discretionary UK Fixed Interest |
First: £15,000 0.75%
Next: £15,000 0.50%
Thereafter: 0.25%
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Discretionary UK Equities & Convertibles |
First: £15,000 1.00%
Next: £15,000 0.60%
Thereafter: 0.30%
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Discretionary Overseas Fixed Interest |
First: £15,000 0.75%
Next: £15,000 0.50%
Thereafter: 0.25%
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Discretionary Overseas Equities |
First: £15,000 1.00%
Next: £15,000 0.60%
Thereafter: 0.30%
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Advisory UK Fixed Interest |
First: £15,000 0.75%
Next: £15,000 0.50%
Thereafter: 0.25%
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Advisory UK Equities & Convertibles |
First: £15,000 1.00%
Next: £15,000 0.60%
Thereafter: 0.30%
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Advisory Overseas Fixed Interest |
First: £15,000 0.75%
Next: £15,000 0.50%
Thereafter: 0.25%
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Advisory Overseas Equities |
First: £15,000 1.00%
Next: £15,000 0.60%
Thereafter: 0.30%
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Additional Notes:
All purchases and sales are subject to a minimum charge of £35 for UK & £75 for overseas securities
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