The MiFID II costs and charges rules require investment firms to give clients costs and charges disclosure for relevant investments.
We’ve come up with a calculator which does all the number crunching – so you don’t have to.
The MiFID II costs and charges disclosure documents can be found from the Link Group website via the PruAdviser website.
To assist you in the advice process we’ve created this handy calculator that can help you combine relevant information about the Prudential ISA, your advice charges, and view this in a single convenient document.
The Prudential ISA is provided by Link Financial Investments Limited which is the ISA Plan Manager. The LF Prudential OEIC funds are operated by Link Fund Solutions Limited.
(* this facility is not fully supported by Internet Explorer)
But before you start, we want to let you know…
The results are based on our current understanding of legislation and HMRC practice. But these might change without notice and the tool doesn’t take into account all of the possible circumstances that could impact your clients.
**We can't control what's shown on any other websites.