Knowing the fees you pay

How to see the charges on your account

We always want to be clear on the fees we charge, which is why we make it easy to find information about them

 

 

We always strive to be clear and upfront about the fees we charge for our services. 

There are two ways to see our fees:

  1. Within your quarterly Valuation Report, charges are displayed in the 'Summary of periodic costs and charges' section. 
  2. If you use Investec Online or our app, after logging in, ensure you're in the Portfolio area, and then select 'Documents', then 'Valuations', and then choose the time period you wish to see. This will open a Valuation Report in a PDF format. Within the report, navigate to the 'Summary of periodic costs and charges' section. 

To get a detailed breakdown of the 'Summary of periodic costs and charges', please request a 'Fee invoice' from your Investment Manager or Wealth Manager. Alternatively, you can fill in the form below and we'll arrange for one to be sent to you. 

For any other questions about fees, we always recommend speaking with your Investment Manager or Wealth Manager. 

How to see fees you pay in the Investec app

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Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.