More value for you
Family Linking is a multi-family member discount.
We have one tiered charging structure that is based on the value of all the products you hold* with us, and the percentage charge reduces as assets grow. It is known as the Service Charge on the ISA and Collective Investment Account, and the Product Charge on the Collective Investment Bond and Collective Retirement Account.
The key features of Family Linking are:
- Up to four generations of your family members can be linked.
- Each family member’s charge is based on the value of all products* held by the family members who are linked.
- Linked family members will need to be with the same financial adviser.
Speak to your financial adviser today for more information.
*Applies to the ISA, Collective Investment Account, Collective Investment Bond and Collective Retirement Account.