What are the fees for using Quilter Invest?

Linking with an adviser’s unique Quilter Invest promo code gives you preferential pricing so that you can benefit from:

• no subscription fees

• a simple 0.15% yearly platform fee, which is a 40% discount on our standard charges, and is only available through your adviser relationship.

At any time, you can view the fees you will pay per month for your investment accounts by opening the Quilter Invest app > 'Account' > 'Fees & Charges'. These low fees make Quilter Invest one of the cheapest providers out there!

Depending on which fund you select, an annual fund provider fee (0.34% to 0.38% variable based on the fund)y. This isn't deducted from your account but rather is reflected in the value of the fund.

There are no trading fees, or charges for deposits, withdrawals, statements, transfers or account closures.