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Charges

Incremental Creation Charges:

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No SIPP set up fee but an annual charge of £

540

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Annual adviser and fund management charges

not exceeding 1.53% per annum

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The above charges include:

•Collating all information on existing UK pensions

•Providing personal investment risk analysis

•Recommending the most suitable investment profile for the future.

•Administering and managing the transfer and consolidation of existing funds

•Initial and 1st year Trustee fees

*We do not accept transfers of less than £50,000

Initial Investment:

3%

2%

1.5%

£50,000* - £75,000

£75,001 - £175,000

£175,001 to £250,000

£250,001 and above

1%

Maximum Charge

£7,500

Example

Investment of

£235,000

£2,250

£2,000

£75,000 @ 3%

£100,000 @ 2%

£60,000 @ 1.5%

£900

Total initial fee

£5,150

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Annual charges:

•Adviser and fund management charge totalling 1.53%

•From end Year 1 onwards for sums of £50,000 to £100,000 an annual

Trustee fee of £350; rising to a maximum of £540

•£150 one off fee to begin ‘income drawdown’ facility

•£175 per annum income drawdown charge when taking income.

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Benefits payable:

•25% of value of fund as a tax free lump sum

•Under rules introduced in 2014 Budget as AMVE$T remains under U.K. rules

you can then take any ad-hoc amounts every year which will subject to

either U.K. or U.S.A. income tax.