Fee Schedules & Charging Structures
Detailed breakdown of all platform and transaction fees for adviser due diligence and client disclosure.
Our approach to pricing
Invinitive operates a transparent, published pricing structure with no hidden charges. All fees are disclosed clearly in product-specific documents.
We believe pricing should be simple, proportionate, and easy for both advisers and clients to understand.
Fee schedule update — effective 1 May 2026: Revised costs and charges documents for the SIPP, Investment Account (GIA) and ISA are now available. Updated schedules include expanded international trading charges and FX transaction fees. Download from the section below.
Fee summary
| Product | Platform fee | UK & US trade fee | Intl. trade fee (excl. US) |
|---|---|---|---|
| SIPP | 0.25% p.a. (capped at £400) + £150 p.a. wrapper fee (accounts over £50,000 only) | £7.95 | £7.95 + 5bps |
| Investment Account (GIA) | 0.25% p.a. (capped at £400) | £7.95 | £7.95 + 5bps |
| Stocks & Shares ISA | 0.25% p.a. (capped at £400) | £7.95 | £7.95 |
International trade fees (excl. US) effective 1 May 2026. Please refer to the full costs and charges documents for the complete schedule.
What's included in platform fees
Online account access and management
Custody and safeguarding of assets
Reporting, statements and valuations
Corporate actions processing
Platform infrastructure and security
There are no separate custody, administration or inactivity fees.
Detailed fee schedules
Costs and Charges – SIPP
SIPP costs and charges schedule. Includes international trading charges, FX transaction fees, and full schedule of all applicable fees.
Version 2026
Costs and Charges – Investment Account / GIA
Investment Account (GIA) costs and charges schedule. Includes international trading charges, FX transaction fees, and full schedule of all applicable fees.
Version 2026
Costs and Charges – Stocks & Shares ISA
Stocks & Shares ISA costs and charges schedule. Includes updated transaction fees and full schedule of all applicable charges.
Version 2026
No hidden fees
All fees are disclosed clearly in our product documentation. There are no surprise charges, bundled fees, or opaque pricing structures.
Questions about pricing?
If you need clarification on how fees apply or require additional pricing information, our team is happy to assist.
