Thomas Grant & Company offers probate services to assist in the administration of estates. This includes the valuation and distribution of assets, ensuring compliance with legal requirements, and providing support during the probate process.
Thomas Grant & Company Account
General Application Pack: The General Application Pack includes all the documentation required to open an account with Thomas Grant & Company. It provides all necessary forms and information to facilitate the account opening process, ensuring compliance with regulatory requirements and enabling a smooth onboarding experience.
ISA Application Form: The ISA Application Form is specifically designed for opening an Individual Savings Account (ISA) with Thomas Grant & Company. This form captures all relevant details needed for tax-efficient saving and investing, simplifying the process for investors who wish to benefit from tax-free growth and income.
Thomas Grant & Company Fees Review
Thomas Grant & Company Fees provides a complex but detailed fee structure.
Dealing Charges: The minimum commission for transactions is £20.00. For considerations up to £7,500, the commission rate is 1.25%, while for balances above £7,500, the rate is 0.5%. Each transaction is subject to a contract levy of £6.00. Certificated transactions incur a charge of £20.00, and international settling transactions also have a charge of £20.00.
Safe Custody & ISA Management Fees (VAT applicable): For nominee accounts, there is a half-yearly safe custody fee per stock of £6.00, with a minimum fee of £25.00 and a maximum of £350.00. A minimum fee of £25.00 is charged on account closure. ISA accounts have a half-yearly management fee of 0.25%, with the same minimum and maximum fee structure. A pro-rata fee of a minimum £25.00 applies to closure, and capital withdrawals incur a fee of £10.00. International settling securities for nominee and ISA accounts have a half-yearly fee of 0.05%.
Other Charges (VAT applicable): Overdue statements are charged at £10.00, and verification of holdings per stock has a minimum charge of £20.00. Supplying annual reports and accounts costs £25.00, and arranging voting or attendance at shareholders' meetings also costs £25.00. New DRIP or SCRIP elections and gifting of shares each incur a fee of £25.00, with additional charges for certificates where applicable.
Registration of share certificates and other administrative tasks, such as re-registration of UK stock and administration letters, also cost £25.00 each. Late payment fees are £25.00 plus interest at 15% above the base rate, and urgent payment requests processed before 3.00 pm are charged at £25.00.
Ad hoc administration work costs £80.00 per hour, with a minimum of £40.00, then £20.00 per fifteen minutes thereafter. Telephone calls to registrars regarding corporate actions are charged at the administration rate per hour plus the cost of the call. Foreign currency exchanges are charged at 0.5% of the sterling amount.
External Charges (VAT applicable where indicated): UK stamp duty is 0.5% where applicable, and Irish stamp duty is 1.0%. Transfer stamp duty, if applicable, is £10.00. The Panel of Takeover and Mergers (PTM) levy on all UK equity and fixed interest deals over £10,000 is £1.00.
W-8BEN lodgement, valid for three years, is £100.00 plus VAT, with a member account required and charged at £1.00 per month. Any other third-party charges are subject to applicable rates and changes. Overseas transfers may incur additional bank charges. Thomas Grant & Company App Review
Customer Service
Thomas Grant & Company provides customer support via phone and through an online messaging system available on their website.
For additional assistance, clients can visit or contact the Leicester Head Office at 40A Friar Lane, Leicester LE1 5RA, UK, call 0116 225 5500, or email info@thomasgrant.co.uk.
Conclusion
Thomas Grant & Company is a well-regulated financial services firm offering a diverse range of investment opportunities including share dealing, ISAs, equity derivatives, corporate services, and probate services.
With low commissions, professional investment services, and customer support, it attracts both novice and experienced investors, ensuring a secure and reliable trading environment.
FAQs
What types of investments does Thomas Grant & Company offer？
Thomas Grant & Company offers share dealing, ISAs, equity derivatives, corporate services, and probate services.
How can I contact Thomas Grant & Company for support？
You can contact Thomas Grant & Company via phone at 0116 225 5509, through their online messaging system, or by visiting their Leicester Head Office.
What are the dealing charges at Thomas Grant & Company？
The minimum commission is £20.00, with a rate of 1.25% for considerations up to £7,500 and 0.5% for balances above £7,500. Additional charges include a £6.00 contract levy and a £20.00 fee for certificated transactions.
Risk Warning
The information provided is based on WikiStock's expert evaluation of the brokerage's website data and is subject to change. Besides, online trading entails substantial risks, potentially leading to total loss of invested funds, so comprehending associated risks before engaging is crucial.
United Kingdom
