Junior ISA charges
Value | Charge | |
---|---|---|
Regular investments online | £1.50 | |
Dividend reinvestment | 1.00% (min £1.50, max £9.95) | |
Telephone | £29.95 | |
Where we are required to complete a paper application (eg structured products and IPOs where specified) | £100 | |
Foreign exchange charge on international dealing and foreign currency funds | First £10,000
Next £10,000 Next £10,000 Value over £30,000 |
1.00% 0.75% 0.50% 0.25% |
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Interest rates paid on the cash held in your Junior ISA
Cash balance Gross interest rate All balances 0.00% Notes:
- AJ Bell receives payments from banks based on the aggregate cash balances held across all accounts. The amount we receive will vary depending on the total cash balances held and market interest rates. Over the foreseeable future, we expect to receive between 0.10% below and 0.15% above the prevailing base rate for cash held within a Junior ISA, although it may be higher or lower when interest rates are volatile. These payments are used to pay interest at the rates shown on our website, and we retain the amount received above these rates to keep our administration, custody and dealing charges low.
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Transfer out and other charges
Charge Cash transfer to another Junior ISA manager No charge Transfer out the underlying assets £9.95 per holding Cash withdrawal by BACS No charge Payment by CHAPS £25 plus VAT Disinvestment, if we need to sell some of your holdings to cover charges £9.95 per holding Foreign exchange charge payable when we have to convert any dividends or corporate action payments into sterling 0.50% Notes:
- We offer segregated accounts – to find out more about these and the charges that apply, please email newbusiness@youinvest.co.uk
We'll take all charges from your Junior ISA, unless you've requested otherwise. These charges and rates are effective from 1 January 2021. You must always ensure that there is sufficient cash held to cover our charges when they are due for payment. VAT is only applicable where indicated.
Invest up to £9,000 into a self-managed AJ Bell Youinvest Junior ISA today
Read more about our Junior ISA