Remove ads

Introducing the LemonFools Personal Finance Calculators

JPMorgan I Ts on the move

Closed-end funds and OEICs
feder1
2 Lemon pips
Posts: 148
Joined: November 8th, 2016, 8:28 am
Has thanked: 18 times
Been thanked: 5 times

JPMorgan I Ts on the move

#215356

Postby feder1 » April 16th, 2019, 10:20 am

Notification today that I must allow transfer of my Claverhouse to The Share Centre or make other arrangements.

Any comments on TSC?

StOmer
Lemon Pip
Posts: 90
Joined: November 12th, 2016, 3:42 pm
Has thanked: 70 times
Been thanked: 21 times

Re: JPMorgan I Ts on the move

#215372

Postby StOmer » April 16th, 2019, 11:52 am

Sorry but unable to help. Quite a few of these schemes are/have moved recently. I guess they move to whichever gives them the best deal so it may be worth shopping around for your circumstances. I'm with Hargreaves Lansdown for my IT's as they come in at an annual cost of zero to hold in a Fund & Share a/c, £45 for ISA and £200 for SIPP.

Lang Cat used to have a nice comparison table but that seems to be behind subscriber login now, looks free to register though. An alternative is at http://www.comparefundplatforms.com/ but I don't see TSC there. It may be worthwhile registering at LangCat although without registering you can download their ISA cost guide from https://cdn.langcatfinancial.co.uk/wp-content/uploads/2019/03/02193305/the-lang-cat-guide-to-ISA-pricing-2019-1.pdf As you can see, HL is expensive unless you are using Shares (IT's)

Alaric
Lemon Quarter
Posts: 2984
Joined: November 5th, 2016, 9:05 am
Has thanked: 7 times
Been thanked: 606 times

Re: JPMorgan I Ts on the move

#215405

Postby Alaric » April 16th, 2019, 1:28 pm

feder1 wrote:Notification today that I must allow transfer of my Claverhouse to The Share Centre or make other arrangements.


Were you holding the IT through a JP Morgan specialist service? As it's just an IT, you could hold it anywhere.

DavidM13
Lemon Pip
Posts: 83
Joined: October 12th, 2018, 5:01 pm
Has thanked: 10 times
Been thanked: 84 times

Re: JPMorgan I Ts on the move

#215415

Postby DavidM13 » April 16th, 2019, 2:02 pm

I know another website with a handy and free guide to platform costs and availability. :ugeek:

buzz
Posts: 8
Joined: November 12th, 2016, 4:34 pm
Has thanked: 5 times
Been thanked: 1 time

Re: JPMorgan I Ts on the move

#215422

Postby buzz » April 16th, 2019, 2:34 pm

Try this, courtesy of SnowMan: https://drive.google.com/file/d/1xigSeNhVJ2Dyj2woVuglXLapzSo0Id4j/view. Just enter details of your holdings.

MDW1954
Lemon Slice
Posts: 699
Joined: November 4th, 2016, 8:46 pm
Has thanked: 120 times
Been thanked: 147 times

Re: JPMorgan I Ts on the move

#215515

Postby MDW1954 » April 16th, 2019, 9:33 pm

DavidM13 wrote:I know another website with a handy and free guide to platform costs and availability. :ugeek:


David,

Speaking as a moderator, and someone who is reasonably familiar with the AIC and who has dealt with Elmley and Annabel in a professional capacity, I'd be happy for you to be a bit more upfront about pointing people towards the AIC. Take this as carte blanche to do so, within sensible limits, and feel free to refer any complainants to this post.

MDW1954

DavidM13
Lemon Pip
Posts: 83
Joined: October 12th, 2018, 5:01 pm
Has thanked: 10 times
Been thanked: 84 times

Re: JPMorgan I Ts on the move

#215588

Postby DavidM13 » April 17th, 2019, 9:40 am

MDW1954 wrote:
DavidM13 wrote:I know another website with a handy and free guide to platform costs and availability. :ugeek:


David,

Speaking as a moderator, and someone who is reasonably familiar with the AIC and who has dealt with Elmley and Annabel in a professional capacity, I'd be happy for you to be a bit more upfront about pointing people towards the AIC. Take this as carte blanche to do so, within sensible limits, and feel free to refer any complainants to this post.

MDW1954


You are very kind. I didn't want to take the mickey but also didn't want to NOT point people to what could be a valuable, free, resource for them. I will respect the spirit of your offer to only offer links where I believe relevant and helpful.

So regarding this particular topic. The AIC have a section on the home page called "Choosing a Platform" with various information from us and the LangCat mentioned previously to help users on costs, voting and types of vehicles available.

Best Regards
David


Return to “Investment Trusts and Unit Trusts”

Who is online

Users browsing this forum: JohnTheJute and 4 guests