|Bristol Premium Portfolio*|
|(over last/current trading day)|
|* Quote information shown might be delayed.|
Trade differently at Bristol Financial Offshore - 10 free equity trades per month! *
* Only applicable for execution-only accounts. Does not apply to full-service brokerage accounts.
Full service accounts attract a 1% fee on all equity transaction. This fee represents the advice given to the client on timing of the buy and sell. This service is for clients that wish to use the professional advice of our portfolio managers to provide high growth to their holdings.
Our margin rates are between 5.5% and 8% depending on amount borrowed.
|Amount Borrowed||Margin Rate|
|$0 - $9,999||8.0%|
|$10,000 - $24,999||7.5%|
|$25,000 - $49,999||7.0%|
|$50,000 - $99,999||6.5%|
|$100,000 - $249,999||6.0%|
|$250,000 - $499,999||5.5%|
|Outgoing wire transfer||1 day: $45
3 day: $30
|Wire Instruction Corrections||$15|
|Wire transfer stop||$20|
|Reissue of account statements||$15|
All fees are quoted in US Dollars. Charges are subject to change with a minimum of 14 days notice in writing.
Margin borrowing carries some risks and is not right for everyone. Please talk to one of our portfolio managers about this before entering into a margin agreement.
Your existing brokerage firm may make charges for transfers.