Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

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For shareholders, careers and company information.

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  2. Information for Wrap and Fundzone customers

Wrap charges and interest rates

Learn more about how charges are applied to your account

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Important information

The information on this page is an overview of charges only. Full details of all charges are included in your Terms and Conditions.

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Log in to the online portal to view your portfolio valuation and account details.

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Looking for Terms and Conditions?

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Help

Find answers to your most asked questions - and some you may not have thought to ask.

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If you don't already have a financial adviser, Unbiased can help you find one local to you.

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Risk warning

The value of your investments can go down as well as up and you may get back less than you paid in. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.