We are pleased to announce that we are reducing our annual discretionary fund management (DFM) charges from 1 July 2020:
- VAT will no longer be chargeable on our DFM Model Portfolio Service.
- We are reducing our standard charge for the EQ Positive Impact Portfolios from 0.35% to 0.33%.
- 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%|
|> £30 million||0.125%||0.20%|