Aggregated Costs and Charges Statement

 

This Aggregated Costs and Charges Statement gives you an overview of the total actual costs and charges incurred regarding your investments in the previous year. There is no associated payment obligation, it shows the costs already charged to you. We are required to provide you with this statement by law.

These fees paid and shown in here are aggregated by service costs and financial instrument costs and are expressed both as a cash amount and as a percentage. Click any of the following links to go directly to that section.

This statement is for IBCE, IBIE and IB-UK accounts and accounts with IB UKL segment.

• Account Information
• Total Costs and Charges
• Effect of Costs on Returns
• Itemized Breakdown of Cost and Charges
• Notes/Legal Notes