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Frequently Asked Questions

Find answers to our most frequently asked questions

What’s the platform fee?

We charge an annual management fee of 0.6%. Charges are made monthly in arrears.

What’s the average portfolio cost?

Depending on the profiles and model portfolios, our average portfolio cost is typically between 0.35% and 0.5% per year. These are taken directly by the asset and fund providers and cover the costs incurred in trading assets in the portfolio and for providing the investment platform.

What’s your market spread? 

Orders to buy and sell securities on your behalf are transmitted to the respective counterparties that the investment manager trades with. All investment order activity is subject to a market spread (the difference between the price to buy and the price to sell). We work hard to minimise the cost which we expect to be around 0.06% per annum. We are also subject to the best execution obligation to you, which means that when we transmit orders for execution, we need to have taken all sufficient steps to get you the best possible result with respect to the overall total cost of trading.

What’s your withdrawal fee?

We don’t charge a fee to withdraw money from your account. Any trading and platform costs incurred to the point of withdrawal will be deducted as they are charged in arrears.

What’s your transfer-out fee?

We don’t charge a transfer-out fee if you decide to transfer to another provider. Only monthly costs incurred from trading to the point of transfer will be taken.

With investing, your capital is at risk. For illustrative purposes only and does not constitute investment advice.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Past performance is not a reliable indicator of future results.

Customer support

Still need help? Contact our customer support team support@clim8.com