Transfer
Will let you transfer your investments without advice on what is most suitable for you financially
Don’t provide a comparison to your current investments in order for you to make an informed decision
Don’t tell you about any penalties you may incur if you transfer to a new provider
We create an investment portfolio and a risk profile that is most suited to your preferences and circumstances
We will only ever recommend a transfer to OpenMoney if it’s right for you
We will tell you if we charge less or more than your existing providers and highlight the positives and negatives about your investments
We will tell you how your investment has performed in comparison to our competititors
Transfer your investments without advice on what is most suitable for you financially
Don’t provide a comparison to your current investments in order for you to make an informed decision
Don’t tell you about any penalties you may incur if you transfer to a new provider
We create an investment portfolio and a risk profile that is most suited to your preferences and circumstances
We will only ever recommend a transfer to OpenMoney if it’s right for you
We will tell you if we charge less or more than your existing providers and highlight the positives and negatives about your investments
We will tell you how your investment has performed in comparison to our competitors
Each of our portfolios includes a diverse range of low-cost investments to reduce your risk.
If markets perform worse:
If markets perform better:
The projected values show the possible future value of your plan in different market conditions. These are only forecasts and not a reliable indicator of future performance. With investing, your capital is at risk and you could get back less that you put in. Learn more
If you had invested £1,000 on 24/04/17, it would have been worth £1,183.20 on 01/01/22.
If you had invested £1,000 on 24/04/17, it would have been worth £1,338.30 on 01/01/22.
If you had invested £1,000 on 24/04/17, it would have been worth £1,448.60 on 01/01/22.
*The performance figure for 2017 is from 24/04/17 – 31/12/17 which is the date we launched the business to the end of 2017.
The performance shown is net of charges. Portfolios launched on the 24/04/17 and the figures are based on the actual performance of our investment portfolios. Past performance is not an indication of future returns. Source: FE Analytics
Financial advice
No fee
Management fee
0.35%
Portfolio fee
0.16%
Total per year
0.51%
Total cost per £100 invested per year
£0.51
Financial advice
No fee
Management fee
0.35%
Portfolio fee
0.15%
Total per year
0.50%
Total cost per £100 invested per year
£0.50
Financial advice
No fee
Management fee
0.35%
Portfolio fee
0.13%
Total per year
0.48%
Total cost per £100 invested per year
£0.48
Learn more about how our fees work*.
Fees quoted are shown annually, however charged monthly as a percentage of the total value of your Portfolio. The amount you pay will vary depending on the value of your investments across the month.
*0.51% is a representative example, based on the fees associated with Portfolio 1 as at 20/04/2022 based on a 12 month rolling average
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Capital at risk
“OpenMoney" is a registered trading style of OpenMoney Adviser Services Ltd. OpenMoney Adviser Services Ltd is registered in England & Wales under Company Registration Number 09407280. Our registered address is WeWork St. Peter’s Square, 1 St. Peter’s Square, Manchester, M2 3DE. OpenMoney Adviser Services Ltd is authorised and regulated by the Financial Conduct Authority, our registration numbers are 676331 for activities regulated under FSMA and 792842 for activities regulated under Payment Services Regulations 2017.
