According to the company, AXA Self Investor will suit clients who want to manage a proportion of their investments themselves or do not want to pay for advice.
Clients using AXA Self Investor will be able to access around 170 funds through the platform’s stocks and shares ISA and trading account.
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The company said that commission will be paid as a percentage of the funds under management in the stocks and shares ISA, paid monthly on a recurring basis, or as an amount based on the number of new clients who invest, as agreed with the adviser.
The minimum investment is GBP200 a month or a GBP2,000 lump sum.
Additionally, the clients using smart+ will be charged a flat fee of GBP4 a month, plus a wrapper charge of 0.5% a year collected monthly.
There are no initial charges on funds, nor is there any switching or dealing costs.
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By GlobalDataAXA Self Investor will also rebate clients up to 50% of the annual management charge.
