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

Platform functionality: Beware change for change's sake

Platform functionality: Beware change for change's sake

'It's all too easy to end up in the realm of bolt-ons and fripperies'

Steve Andrews
clock 26 June 2026 • 4 min read
Vanguard UK Platform Awards – Last day to vote

Vanguard UK Platform Awards – Last day to vote

Last chance to vote across several categories

Clive Waller
clock 26 June 2026 • 1 min read
Most advice firms only 'somewhat satisfied' with platforms' data

Most advice firms only 'somewhat satisfied' with platforms' data

According to NextWealth’s Data Openness Report 2026

Sophia Panayi
clock 18 June 2026 • 2 min read