Child Trust Fund

F & C Child Trust Fund

Fund Choice : Active Capital Trust, British Assets Trust, European Assets Trust, F&C Capital and Income Investment Trust, F&C Commercial Property Trust, F&C Event Driven, F&C Global Smaller Companies Trust, F&C Managed portfolio Trust, F&C Private Equity Trust, F&C UK

Additional Charges : 0.5% Government stamp duty

Switching Charges : Twice per year at no charge, then £25+VAT

Special Offers: There are currently no special offers or incentives.

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Pilling Non-Stakeholder

Fund Choice : UK Equities, Preference Shares, Convertibles, Investment Trusts, Overseas Transactions, UK Gilts, Debentures and Loan Stocks

Additional Charges : £6.75 (maximum & minimum of 2 per year per stock) Dealing commissions of 1.65% on first £10K, 0.50% on the next £90K, 0.40% on the excess over £100K. (Minimum £10). UK purchases add 0.5% Stamp Duty For Overseas transactions please add any Overseas Tax o

Switching Charges :

Special Offers: There are currently no special offers or incentives.

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Redmayne-Bentley Child Trust Fund

Fund Choice : Choice of ETFs and ETCs, including iShares FTSE 100 ETF

Notes : The Redmayne-Bentley CTF is a self-select, non-stakeholderproduct and gives you the opportunity to access the world’s largest stock markets and other investments, such as oil, gold and property through a selection of Exchange Traded Funds (ETFs) and Exchange Traded Commodities (ETCs), allowing you to create a diversified portfolio. There is also the option of switching into cash during volatile markets or as the investment moves closer towards maturity. The Redmayne-Bentley annual charge is a flat fee of £20 plus VAT, therefore, you know exactly how much is due each year, and consequently we do not benefit from growth in the fund.

Additional Charges : The Redmayne-Bentley annual charge is a flat fee of £20 plus VAT. Dealing costs: 0.5 per cent (min £2.50)

Switching Charges : Investments 0.5% (minimum £2.50), Switches between ETFs/ETCs 1.65% (minimum £10)

Special Offers: There are currently no special offers or incentives.

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Self-Select Shares CTF

Fund Choice : UK and international equities, Gilts and corporate bonds, Exchange traded funds (ETFs) and commodities (ETCs), Unit trusts and OEICs

Notes : No fee for dividend collection We'll collect your dividends, credit them to your account and provide you with an annual summary. You’ll also earn interest monthly on the cash balance in your account.

Additional Charges : £12.50 - our flat fee for online and phone trades

Switching Charges : Dealing fee on both sides of the transaction.

Special Offers: There are currently no special offers or incentives.

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The WCSB Child Trust Fund

Fund Choice : CF WALKER CRIPS UK GROWTH FUND, CF WALKER CRIPS CORPORATE BOND FUND, CF WALKER CRIPS EQUITY INCOME FUND, CF WALKER CRIPS GLOBAL GROWTH FUND, CF WALKER CRIPS SELECT INCOME FUND

Notes : CF WALKER CRIPS UK GROWTH FUND - “To provide a combination of long term capital growth and income through diversified investment in UK equities and bonds”. CF WALKER CRIPS CORPORATE BOND FUND - “To provide a high level of income whilst giving attention to capital preservation from a portfolio of predominantly UK listed corporate bonds and fixed interest securities”. CF WALKER CRIPS EQUITY INCOME FUND - “To provide a rising level of income, together with capital growth, paying particular attention to capital security and maintenance”. CF WALKER CRIPS GLOBAL GROWTH FUND - “To provide investors with capital growth by investing in the most highly rated UK and overseas unit trusts and OEICs provided by the top fund management groups”. CF WALKER CRIPS SELECT INCOME FUND - "To provide holders with a combination of income along with modest capital growth by investing predominantly in the most highly rated UK Unit Trusts and OEICs provided by the top fund management groups”.

Additional Charges : Dealing Costs - 1.65% on consideration {subject to £25.00 per bargain minimum. Dividend Collection and Holding Charges - £15.00 per stock. Stamp Duty Reserve Tax : 0.5% on consideration. Corporation Actions : Rights Issue / Take-over / Merger - £7.00.

Switching Charges :

Special Offers: There are currently no special offers or incentives.

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