Charges

Charges are extremely important. That’s why we pioneered discount broking and started reducing initial charges to zero for our clients over 30 years ago.

More important, however, are investment returns after charges, which is where quality, independent fund research can really make a difference to your portfolio. Also of importance are quality service, reliability and predictability – no one wants surprises when it comes to their life savings.

The way your charges are shown will depend on which platform you are investing through, and which product(s).

Charges when investing on Aegon Charges when investing on the Chelsea Platform

Regardless of which platform you invest on, the Chelsea charge covers:

  • Quality client service – you can speak personally to experienced and friendly staff on the telephone, who are based in the UK

  • Our highly acclaimed Viewpoint magazine twice a year

  • The ability to manage your account online

  • Unbiased fund research

  • Online tools and guidance to help you make investment decisions

  • Email newsletter updates twice a month

  • Quarterly statements

  • Annual Fund Review

  • Telephone dealing

  • Unlike some competitors, we do not discriminate against any type of investor. There are no extra (and in some case expensive and confusing) charges for anyone preferring to use the telephone or who prefers paper to the internet.

Disclosure documents

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How to invest

Once you know where you want to invest, there are a number of ways you can invest:

There are no extra charges for:

  • Telephone dealing

  • Paper statements

  • Duplicate tax certificates

  • Adhoc paper statements

  • Online dealing

  • Sale of investments

  • Exit fees

  • Registration of legal documents

  • Payment by cheque

  • Paper contract note

  • Reinvesting income

  • Investing via direct debit

  • Probate valuations