Tariff of fees and charges for Focus account
The Focus account includes a collection of services free of
local banking charges and fees. There are also a number of
additional services for which we make a charge to cover the cost of
the work involved, which are listed in the tariff below:
| Service |
Charge/Fee |
| Gold status Visa card |
Free |
| Standard private
banking services |
Free |
| Custody holding charge and investment administration (based on
the value of the securities held): |
The first £0 to £249,999 - 0.25%
The next £250,000 to £1,000,000 - 0.15%
Thereafter - 0.10%
Minimum annual charge - £150.00
|
| Commission |
0.5% min £50, max £100 per transaction |
| Custody movement - UK & US securities |
£25 per transaction |
| Custody movement - other securities |
£40 per transaction |
| Brokerage charges / stamp duties |
Any market related charges, such as brokerage or stamp duty,
will be passed on to the client
|
| Duplicate contract notes |
£2 each |
| Additional ad hoc valuations |
£25 |
| Duplicate reports |
£5 per report |
| Annual consolidated tax report |
£25 |
| Duplicate consolidated tax report |
£25 |
In addition to the above, from time to time, certain
transactions may involve fees being deducted by our overseas
agents. We reserve the right to pass on any such charges levied.
Details of charges and fees for other services not mentioned
above will be advised on request or when the service is provided.
If you have further questions about our Focus charges please contact us, we will
be pleased to help.