A big welcome to Virgin Money Investments customers! Read more.

Octopus Money Direct company logo
  • Investments
    • Investments home
    • Stocks and Shares ISA
    • Investment Account
    • Transfer a Stocks and Shares ISA
  • Pensions
    • Pensions home
    • Navigator Pension
    • Self-Drive Pension
    • Combine Your Pensions
  • About us
    • About us
    • Responsible Investing
    • Support
  • Learning Hub
  • Existing Customers
    • Investments
    • Pensions
  • Sign in

Investments Terms and Charges

Latest documents

Stocks and Shares ISA

View Stocks and Shares ISA Terms (205 KB)
View Our funds and charges (66 KB)

Investment Account

View Investment Account Terms (202 KB)
View Our funds and charges (66 KB)

Earlier documents

Stocks and Shares ISA

Previous Terms

Terms (4 April 2025 to 30 November 2025)

Terms (6 April 2024 to 3 April 2025)

Terms (8 January 2024 to 5 April 2024)

Previous funds and charges

Our funds and charges (6 January 2025 to 30 November 2025)

Our funds and charges (31 May 2024 to 5 January 2025)

Our funds and charges (1 May to 30 May 2024)

Our funds and charges (8 January 2024 to 30 April 2024)

Investment Account

Previous Terms

Terms (4 April 2025 to 30 November 2025)

Terms (8 January 2024 to 3 April 2025)

Previous funds and charges

Our funds and charges (6 January 2025 to 30 November 2025)

Our funds and charges (31 May 2024 to 5 January 2025)

Our funds and charges (1 May to 30 May 2024)

Our funds and charges (8 January 2024 to 30 April 2024)

Related content

Our Funds
Fund Value Assessment
Key Investor Information
Questions and answers
Octopus Money Direct company logo

Get in touch

  • Support
  • Contact Us
  • Questions and answers
  • Complaints

Legal

  • Accessibility
  • Terms of use
  • Privacy Policy
  • Cookies

Disclaimer:

As with all investing, your capital is at risk. If you choose to invest with Octopus Money Direct, the value of your investments can go down as well as up and you may get back less than you invest.

Octopus Money Direct is a trading name of Octopus Money Unit Trust Managers Limited. Authorised and regulated by the Financial Conduct Authority (Firm Reference Number 171748). Registered in England & Wales under No. 03000482. Registered office: 33 Holborn, London EC1N 2HT. Postal address: PO Box 24204, Edinburgh, EH3 1JP.