There are three organisations involved in looking after your account:
- The Wrap Provider (Aegon Wrap, AJ Bell, Ascentric, Aviva Wrap, Fundsnetwork, James Hay, Old Mutual Wealth, Standard Life Wrap or Transact)
- This fund management group such as Invesco, M&G or Jupiter
- The intermediary, this would be the financial Adviser that set up your account or ourselves
City House Investors charge 0.5% + vat per year of the value of your investments. This charge is divided by 12 then deducted from your Wrap monthly, that’s it. We do not charge anything to add or withdraw funds from your investment.
You will continue to pay the Aegon wrapper charges and the ongoing fund manager charges.