Better late then never! I noticed that the last time I posted an update on the fees was 2017. Good news though, they are still the same!
These apply to Worldsource Nominee/Self Directed accounts only as a trustee administers them on our behalf. Accounts held in ‘Client Name’ at the fund company directly generally do not have any of these fees.
Should you have any questions, please reach out my phone or email. Cheers, Julie
