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DFM service fee reduction

We are pleased to announce that we are reducing our annual discretionary management charge.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Ben Faulkner, 27th July 2020

We are pleased to announce that we are reducing our annual discretionary fund management (DFM) charges from 1 July 2020:

  1. VAT will no longer be chargeable on our DFM Model Portfolio Service.
  2. We are reducing our standard charge for the EQ Positive Impact Portfolios from 0.35% to 0.33%.
  3. For firms investing over £5 million with EQ Investors (EQ) we are further reducing our charges:
Total assets managed by EQ: Future Leaders
Positive Impact
< £5 million 0.25% 0.33%
£5–15 million 0.20% 0.30%
£15–30 million 0.15% 0.25%
> £30 million 0.125% 0.20%

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    Ben Faulkner

    As EQ's Communications Director, Ben is responsible for developing, managing and implementing our marketing communications strategy.

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