Charles Stanley unveils re-reg play with charge waiver for big clients

clock

Charles Stanley Direct has moved to capture large clients from competitors by scrapping its own charge for new or re-reg clients with £500,000 or more, for a limited period.

The offer, which sees Charles Stanley Direct waive its charge for a period of six months, applies to new clients or those transferring from another platform who move at least £500,000 on to CS Direct. Charles Stanley is waiving both its own platform charge and any custody fee in an effort to entice investors and help offset any exit penalty they may incur from leaving another platform. Its offer comes after a spate of platform pricing announcements, including from the country's largest D2C platform, Hargreaves Lansdown. As well as unveiling its own tiered pricing structure, Hargreaves...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

AJ Bell platform adds DFM comparison tools from Mabel

AJ Bell platform adds DFM comparison tools from Mabel

Partnership follows other recent launches

Jen Frost
clock 30 September 2025 • 2 min read
Professional Adviser TV: Does the platform market need to evolve?

Professional Adviser TV: Does the platform market need to evolve?

Technology ‘core’ to improvement but takes time

Professional Adviser
clock 26 September 2025 • 1 min read
Platform innovation: Terry Huddart on Intelliflo's Wealthlink

Platform innovation: Terry Huddart on Intelliflo's Wealthlink

The tie-up 'could potentially change the game'

Terry Huddart
clock 23 September 2025 • 5 min read