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%

About the author: Ben Faulkner

Ben joined EQ in 2015 and has over 17 years of experience across the pensions, financial technology and wealth management sectors. At EQ, he is responsible for developing, managing and implementing the marketing communications strategy. Outside of work, Ben’s two daughters keep him busy. He enjoys keeping fit, especially running and cycling along the Pilgrim’s Way.