: fee data refresh
Provider fee verification dates were refreshed across the model, and the Dodl note was simplified to the recurring fee model.
Changelog
A plain record of fee-data baselines.
Current baseline
Provider fee verification dates were refreshed across the model, and the Dodl note was simplified to the recurring fee model.
A new ISA transfer-out fees page compares one-off cash and in-specie exit charges across all modelled providers, reviewed on . These charges stay out of the annual fee ranking.
New calculator-backed scenario pages for a £100,000 mixed portfolio, a £10,000 starter fund ISA with £100 a month, and £500 a month regular investing. The fee model itself is unchanged.
A disclosure page was published describing how the site is funded, the affiliate and referral link policy, and why commissions never affect rankings, provider inclusion, or fee figures.
XTB, iWeb, and IG were added to the adult Stocks and Shares ISA fee model. IG was also added to the Junior ISA model for share and ETF scenarios.
ISA Fees Calculator was published with its first fee-data baseline. The provider fee pages used by the calculator were checked on .