What are EQi's custody fees and what does this include?

The custody fee is made up of a base fee of £12.50 plus £4.99 per product held with EQi and charged over a calendar quarter. Dealing Accounts are complimentary where you hold an ISA and/or SIPP.

Qualifying Dealing Commissions and Fund Platform Fees paid can be offset against your custody fee.

Qualifying Dealing Commissions include:
- Standard Online Dealing Commission
- ETF Online Dealing Commission
- Dividend Reinvestment Dealing Commission
- Regular Investment Dealing Commission

FX (otherwise known as Overseas Dealing) rates and Telephone Dealing Commission are excluded from the custody fee offset.

The custody fee is a flat fee that won't increase as your balance grows, so the more you invest - the more you'll save.

You will not pay a product fee for a dealing account if you hold an ISA or a SIPP with us. 

- Submitted on 15th Apr 2020

Did this answer your question?