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26th April 2023 Fid Call - Coggle Diagram
26th April 2023 Fid Call
Q1. CASH held in Investment ISA
Zero Fees
2.05% interest paid
How often reviewed monthly?
When paid & where paid into Cash part of ISA?
Q3. Query LF Woodford. How much paid in? Just on ISA… anything on investing account?
Investigate LF Equity Income Fund C Acc. Previously known LF Woodford Equity Income Fund. Back office investigate & write to me.
How wound up?
Can the back office investigate & write you a letter
Total amount invested in Woodford / LF? Total amount taken out? Including breakdown of last 5 wind up payments?
Was everything invested into ISA or was anything invested in LF Woodford in Share Dealing?
Had 5 payments
14/6/2022 Letter
Our ref: RCW633356-11JUN22
Got 52,283.97 frozen units any future payments?
Q4. Extra investing / trading tools? e.g. purchase orders / stop loss
Q2. Transition from Advisor AC to self-managed?
Which Team / Telephone number? (£200K + threshold) Wealth Management Team?
How long take?
Process?
Keep access to existing transaction history back to ac opening 2013?
What called?
Fee for self-managed 0.2% to 0.35%?