You can increase, reduce, stop or launch current advisory fees at any time, but we need confirmation from your client There are two types of advisory fees for the ISA portfolio: Cash account for the payment of fees and where we pay dividends or income that are ready to be reinvested – The first advisory fees will continue until the end of the agreed period or until the regular bonuses will stop Most investment fund managers make a first tax for the investment. Fund managers also take fees that depend on the investments chosen. These charges are expressed in current charge figures (OCF) or total cost rate (TER). These cover the expenses incurred by the fund manager for the management of the investment as well as the expenses of the dem fund. Please note that the OCF and TER are variable and may change over time. We accept consultant fees, Aviva fees and cash account exchange fees – Initial consulting fees are payable immediately. You cannot delay payment to a future date Call 0800 056 2026 – the lines are open Monday to Friday from 8:30 a.m. to 5:30 p.m., or the email platformservices@aviva.co.uk the Aviva Platform commission depends on the value of your client`s ISA portfolio. We include all investments that your client withholds in the investment or pension portfolio if we charge the fees for the ISA portfolio. For this reason, your client can benefit from a discount on the costs of his ISA portfolio. For more information on Aviva platform fees and examples of how the store works, check out The Aviva Platform`s dual diligence. The method of payment as a percentage or in sterling may vary depending on individual transfer or transfer fees On the platform, you will find a number of portfolios to meet the different tax and income requirements. Whether your clients` financial needs become simpler or more complex over time, the Aviva platform allows you to tailor your investments to their needs.

The ISA portfolio is available on the Aviva platform and allows your clients to invest tax effectively in a range of group investments and equities in all major investment sectors. In fact, there are thousands of funds to choose from. We have appointed Winterflood Business Services as our designated stockbroker to conduct equity transactions on behalf of your clients when they invest through the ISA portfolio. The share trading cost table shows the expenses for trading shares.