Raymond James (Semi Bundled)

Raymond James provides unique wealth management solutions for wealth managers and their clients. The Raymond James platform service offers access to a broad range of assets and tax wrappers. Raymond James offers three pricing models, tiered bundled, semi bundled and unbundled, enabling wealth managers to choose the right structure depending on their clients’ portfolio size and expected trading volumes.

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Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Other

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

Table of charges

	Platform charges	Other charges
Custody Charge	0.25%
Funds & Crest trades		£12.50 / trade
Overseas trades		£15 / trade

Research, tools and information

Tools & Resources

Raymond James Trading and Rebalancing Portfolio Management system. High quality institutional securities market and fund research from multiple providers. Reporting including TWR and MWR performance, and online 24/7 access to holdings and transactions via Investor Access. Investor account protection through Pershing Securities Limited. CGIX CGT calculator to minimise Capital Gains Tax liabilities.