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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.


Pilling & Co Stockbrokers

Pilling & Co Stockrokers

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Pilling & Co Stockbrokers

Reminders

You can subscribe up to £20,000 into ISAs in the 2018/19 tax year. 

There is also a Junior ISA 2018/19 allowance of £4,260 which can be used for the under 18s.

Tax Year 2018/19 Stocks and Shares ISA Application Form

Tax Year 2018/19 Junior ISA Application Form

Terms and Conditions are here.

Custody Charge Increase Reminder 

As previously brought to your attention, our custody charge increased at the start of this tax year. You will be aware we levy our custody charge six months in arrears. As such the increased rate is reflected on your quarterly statement to 5th October 2018.

To recap we have increased the minimum charge from £40 per annum (pa) to £43.60pa and we have increased the maximum charge from £140pa to £152.60pa. However if you do not receive paper statements from us but have your documents delivered for you to view via your Client Web Access (CWA) logon the minimum and maximum annual charges have only been increased to £41.80 and £146.30 respectively.

Please be aware if you have a standing order set up with your bank to cover your Custody Charge you may wish to increase the amount. The maximum half yearly charge is now £76.30 (£73.15 for CWA only clients).

If you do want to take advantage of the lower fees with CWA but have yet to sign up, you should email us at compliance@pilling.co.uk and request a CWA logon. Not only will you receive your statements directly to your CWA account, you will receive all your contract notes there as well and you can view your holdings, current valuation and historical statements at any time. 

We are obligated to provide you with a statement detailing your assets held with us on a quarterly basis. We now issue quarterly valuations as at 5th January, April, July & October together with a statement detailing the previous three month cash movements.

ISA clients who receive quarterly income may receive their income payments prior to receipt of their quarterly statement. If you want to guarantee receipt of the breakdown at the time of payment you should request to become a CWA client as a bespoke income advice is delivered at the time of payment. 

Unilever – No Change

We wrote to our Unilever shareholders recently informing you of the board proposal to simplify its shareholding to one entity registered in the Netherlands. Following shareholder consultation the proposal has been withdrawn and shares in the UK company Unilever Plc remain unchanged.

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 Full Service Brochure Download

A Guide to Understanding Investment Risk

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 Internal ISA Additional Permitted Subscription Form

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Pilling & Co Stockbrokers
 

Members of The London Stock Exchange
Authorised and Regulated by the Financial Conduct Authority No. 
652114
REGISTERED IN ENGLAND AND WALES No: 9220456

Registered Office: Henry Pilling House, Booth Street, Manchester, M2 4AF, UK
© 2018 Pilling & Co Stockbrokers Ltd., All rights reserved. E&OE

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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.