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Fees & Charges

There are times when we may charge fees to our investors, and these are detailed below:

  1. Transferring Out an ISA fee-

    Transferring your ISA Loan part attracts no fee.

    T&Cs Apply

  2. Secondary Market fee-

    Selling your loan part for Select-Invest attracts a fee – 1%

    There is no selling fee for Auto-Invest.

    T&Cs Apply

  3. Requested Liquidation of the Deceased Investor’s Account fee-

    If live investments are Requested to be liquidated from a deceased investor’s account, Kuflink will charge a fee for this. This fees will be £500 or 2% of the amount, whichever is higher. Liquidating investments this way forfeits any accrued interest. This is at Kuflink’s discretion and must be approved by the Directors.

    Alternatively, you can sell Select or Auto deals via the Secondary market.

    T&Cs Apply

  4. Requested Liquidation – If Kuflink gives you notice to close your account under Clause 16 (See T&Cs Clause 16 Ceasing to be an Investor with Kuflink)

    If live investments are requested to be liquidated, then fee of £500 or 2%, whichever is higher applies. Liquidating investments this way forfeits any accrued interest. This is at Kuflink’s discretion and must be approved by the Directors.

    Alternatively, you can sell Select or Auto deals via the Secondary market

    T&Cs Apply

Withdrawing Funds - If a withdrawal request is made following a top-up, Kuflink reserve the right to return funds to the originating account if the full amount is not invested and may therefore require proof of the incoming transaction.