Cost and charges: better value

Like The Share Centre, ii charges flat account fees that do not grow with your account value, leaving you more for what matters to you. It also charges flat fees for trading, regardless of trade size.

Three service plans to choose from

interative investor currently offers three plans to pay for its services, so you can select the one that works best for you. There are some key differences compared to the way The Share Centre charges:

  • A single monthly service plan charge can cover the cost of holding your own ISA, plus as many trading accounts and Junior ISAs as you like. You can also add a Self-Invested Personal Pension (SIPP) to any service plan for an additional £10 a month.
  • Trading charges are a maximum of £7.99 each for UK trades (each buy, and each sell), regardless of trade size, and you will get at least one free trade a month.
  • There are no trading charges for regular investment.

The service plans at a glance

Investor plan
£9.99 a month

Most ii investors start on this plan. It’s easy to upgrade later.

What you get

£7.99 credit a month to buy and sell any investment

Additional fund trades and UK share trades: £7.99

Funds fan plan
£13.99 a month

For investors looking to build a portfolio of funds.

What you get

£7.99 credit a month to buy and sell any investment.

Additional fund and investment trust trades: £3.99

Additional UK share trades: £7.99

Super investor plan
£19.99 a month

A premium plan, designed for more frequent investors.

What you get

£7.99 credit a month to buy and sell any investment.

Additional UK trades (including funds): £3.99

Additional US share trades: £4.99

 

For the detail of The Share Centre’s current charges

For the detail of the current ii service plans

What does this mean for me?

How you may stand to benefit from ii’s approach to charging will be covered when we write to you with more information about what combining with ii means for your personal circumstances.

Should I keep using my service with The Share Centre?

Please keep using your service with The Share Centre as usual for now. We will write to you as soon as we can with more information about what combining with ii will mean for you and the action you will need to take.

Will my money and investments be safe with ii?

Like The Share Centre, ii is authorised and regulated by the Financial Conduct Authority (FCA). Your money and investments continue to be covered by FCA rules and protected by the Financial Services Compensation Scheme, in the same way as they are now.

How does ii’s service compare to The Share Centre?

Like The Share Centre, ii’s priority is to help you take control of your financial future, so while there are some differences its platform service is broadly comparable to The Share Centre. It is built on leading-edge technology and will give you more choice in a number of areas. How you stand to benefit from this depends on your personal circumstances and we will write to you with more information about that as soon as we can. Nothing is changing at this stage. Your service from The Share Centre continues as usual.

Are my fees and charges changing?

Your ongoing fees and charges with The Share Centre are not changing. Our service continues as usual at this stage. Looking to the future, like The Share Centre ii is committed to flat account fees that do not grow with your account value. It currently offers a choice of three pricing plans to suit different needs, so you can pick the best value for you. Charges for trading are competitive and set at a flat rate for all trade sizes. There is no trading fee for regular investing. How you may stand to benefit from this will be covered when we write with more information about what combining with ii means for your personal circumstances.

Will I have to move to the ii platform?

That will depend on your personal circumstances. If we do ask for your agreement to move your account(s) to the ii platform you stand to benefit from ii’s leading edge technology and commitment to offering investors better value, choice, and insight. We hope you will want to try your new service. But if you decide it is not for you either before or after any move you can close your account(s) or transfer your money and investments elsewhere. You will not have to pay an exit charge in either case as ii do not charge these, so you have nothing to lose by giving your new service a try.

I was a shareholder in Share plc, what does all this mean for me?

You will have heard from us separately about what the merger meant for you as a shareholder in Share plc. You can find a reminder of the scheme of arrangement for bringing Share plc and ii together here.

If you have other questions

Please email iienquiries@share.co.uk and we will be happy to help.

Explore the future with ii

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About interactive investor

A trusted and safe partner with the scale and commitment to keep developing our services for you.

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From how you manage your investments to the range available, interactive investor has choice and control covered.

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Our future with ii

Your guide to the latest developments in our merger with interactive investor and what you can do to get ready.