Online Investing
Streamline Your Wealth with Wakala Online Investing
Smart, Simple Online Investing with Wakala Invest
Here’s an extended version:
Experience the ease of investing with Wakala Invest. Join us as a client to access a fast and convenient way to grow your investments. Our online platform offers expert insights, tailored strategies, and real-time tracking, so you can make informed decisions anytime, anywhere. Whether you’re new to investing or looking to diversify, Wakala Partners Invest provides the tools and support to help you reach your financial goals with confidence.
Simple To Use
Choose how much you want to invest and decide how much risk you want to take and set up an online account
Managed By Experts
These investments are run by an experienced team using tried and tested strategies
Competitive Fees
Our fees are simple, transparent and competitive
What It Costs
We bring the breathe of our experience and industry knowledge to help you succeed with your company.
| Fee | Detail | Amount |
| Initial Charge | To cover the cost of undertaking onboarding and allocating funds to the chosen investment. | 1% of the value of your investment |
| An ongoing charge | The annual cost to cover the cost of managing your investment | 0.50% of the value of your investments over a year |
| Platform fee, every three months | To cover the cost of administration and online access to your BriceAmery Invest account | 0.15% of the value of your investments over a year |
| Transaction costs | The cost of buying and selling shares and other investments that make up the fund. The fund manager will deduct these costs from the fund’s assets | 0.07% of the value of your investments |
How it works
SET UP
DECIDE THE FUND
MONITOR
Are You Eligible?
Wakala invest is available to clients who are:
- Aged 18 or over
- Already a user of Wakala Partners Online
- Will hold you investment for a minimum of one year
- Can be categorised as a Professional Investors or Market Counterparty, we do not serve Retail Investors.
If you are not a UK resident, speak to the investment management team to discuss options.
- Fees and charges apply.
- Full Terms & Conditions are available from your relationship manager.
- The value of investments and their income can go up and down, and you may not recover the amount of your original investment.
- Tax reliefs referred to are those applying under current legislation, which may change. Therefore, the availability and value of any tax reliefs will depend on your circumstances.
- It is important to know that our non-advised service through Wakala Partners Invest does not provide investment advice or recommendations. The value of investments can go up as well as down, so you could get back less than you invest. Your capital is at risk. If you are unsure about an investment, you may wish to seek personal financial advice.
- If you have higher priority needs you should discuss this with the relationship manager before making an investment.
