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What is the annual service charge for and how is it collected?

The annual service charge is collected by Triodos Bank UK to cover costs of providing our investment services, including the ongoing administration costs.

The annual service charge is expressed as an annual percentage, and is calculated daily and charged quarterly in arrears. At the end of each quarter shares will be sold to cover the quarterly charge.

Please be aware that the sale of shares to cover the annual service charge is classified as a disposal for Capital Gains Tax purposes and may need to be declared to HMRC.

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