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You’ve done your investment research and you know what you want. So you don’t need any advice. All you have to do now is make your investment. Your bank or building society will probably offer a range of investments.
Or perhaps you prefer to buy direct from a fund management company.
Either way you’re probably losing out.
Fair shares
You see, one way or the other, you’ll end up paying commission. Even if you buy direct, the fund management company will simply keep the money they’d have given to a middleman like ourselves.
At Torquil Clark Investments we look at things a little differently. We think that if you’ve done the legwork most of that initial commission is yours. We’ll give up to 5% or most of it back to you. As you’ll see from our examples that could add hundreds of pounds to your investment.
As well as unit trusts and OEICs, you can arrange ISAs, ISA and PEP transfers, Investment Bonds and Venture Capital Trusts through Torquil Clark Investments. We’ll discount most, or in some cases, all of the initial commission that would have gone to
your financial adviser, bank, building society, or the fund management company.
Sounds good? It is!
Here are a couple of examples of how it works:
Example 1
£7,000 invested in a Stocks & Shares Maxi ISA with 5% initial charge.
- Purchase direct from provider
- You would have £350 deducted in charges. This means that from your £7000 only £6650 is invested.
- Purchase through Torquil Clark
- We give up to a 5% discount - adding up to £350 back into your investment depending upon the fund you choose. This means you save up to £350 in charges.
Example 2
£30,000 invested in a Unit Trust/OEIC with 5% initial commission.
- Purchase direct from provider
- You could have up to £1,500 deducted in charges. This means that from your £30,000 only £28,500 is invested.
- Purchase through Torquil Clark
- We give up to a 4.5% discount - adding up to £1,350 back into your investment depending upon the fund you choose. This means you save up to £1,350 in charges.