Discount Pep consolidation

Professional Adviser
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Online broker Discount Investments has teamed up with Stocktrade to offer Pep and Isa consolidation ...

Online broker Discount Investments has teamed up with Stocktrade to offer Pep and Isa consolidation services. The products, called UltimateIsa and UltimatePep, offer access to any unit trust or Oeic from any investment house and the ability to invest up to 50% of the portfolio in UK equities, investment trusts and fixed interest securities. Under the service, a client's Pep or Isa portfolio would be consolidated under a single admin umbrella. The products have a £22 dealing charge and a flat annual fee of £30 plus VAT. Stocktrade said the initial charge on most unit trusts and Oeics for...

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