Wellnex Life IPO
Applications closed
Important Information - The value of investments will fall as well as rise, so you could get back less than you invest. Once held in a pension, funds are not usually accessible until age 55 (57 from 2028). Tax rules can change and any benefits depend on individual circumstances. If you are unsure of the suitability of an investment for your circumstances, you should seek advice. This advertisement is issued by, and is the sole responsibility of, Hargreaves Lansdown Asset Management Limited.
Allocations expected on 26 March 2025
Wellnex Life is a new equity listing on the Alternative Investment Market (AIM).
We expect to find out how many shares clients have received on 26 March 2025. Shares will be credited to successful applicants' accounts on 27 March, unless circumstances beyond our control prevent us from being able to do so.
Expected timetable
| Applications close: | 11am Wednesday 26 March 2025 |
| Allocations announced: | Wednesday 26 March 2025 |
| Admission: | Thursday 27 March 2025 |
This is the expected timetable and may be subject to change.
How to deal Wellnex Life - online and telephone
Wellnex Life shares purchased in the IPO are expected to commence trading on the Alternative Investment Market (AIM) from Thursday 27 March 2025.
The quickest and easiest way to view your Wellnex Life shares or to check the share price is online.
The cheapest way to trade Wellnex Life is online, where you will pay a maximum of £11.95 per trade. You can also trade Wellnex Life over the telephone where the commission is 1% (minimum £20, maximum £50).
There’s a government stamp duty charge of 0.5% when buying UK listed shares. But you won’t have to pay stamp duty when you sell.
And there’s also a flat £1.50 fee for those that buy or sell over £10,000 worth of shares. This is the Panel on Takeovers and Mergers levy.
Find out more about our charges
Please note: money in a SIPP can't normally be accessed until age 55 (57 from 2028).
Key Documents
Make sure you’ve read these key documents.
View the Retail Offer Announcement
View Our Offer Terms and Conditions
The publication of the Admission Document on our website is not an endorsement of the Wellnex Life launch. Hargreaves Lansdown has not authorised or approved the Admission Document, as such we are unable to guarantee their accuracy. We are using the Admission Document and the Retail Offer Announcement with the consent of the Wellnex Life. The Admission Document and the Retail Offer Announcement are issued by, and are the sole responsibility of, Wellnex Life Limited.
What happens after you apply?
- You can view your application in the Pending Orders tab of your online account.
- You can cancel your application at any time up to the point when the offer closes.
- You will receive confirmation of your allocation by secure message.
- You'll be able to buy and sell Wellnex Life shares in any account once they begin trading on the exchange.
The following charges are based on an investment of £5,000 within a Stocks and Shares ISA over 5 years assuming 5% growth rate.
£137.90
The following charges are based on an investment of £5,000 within a Stocks and Shares ISA over 5 years assuming 5% growth rate.
| Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Total | ||
|---|---|---|---|---|---|---|---|
| HL Charges | £23.01 | £24.05 | £25.14 | £26.28 | £39.42 | £137.90 | |
| HL management charge | 0.45% | £23.01 | £24.05 | £25.14 | £26.28 | £27.47 | £125.95 |
| Entry dealing charge | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | |
| Exit dealing charge | £0.00 | £0.00 | £0.00 | £0.00 | £11.95 | £11.95 | |
| Total charges over 5 years | £23.01 | £24.05 | £25.14 | £26.28 | £39.42 | £137.90 | |
| Average annual charge | 0.45% | 0.45% | 0.45% | 0.45% | 0.64% | 0.49% | |
| Illustrative 5 year value | £5,226.47 | £5,463.20 | £5,710.65 | £5,969.32 | £6,227.74 | £6,227.74 | |
| Illustrative 5 year value with no charges applied | £5,250.00 | £5,512.50 | £5,788.13 | £6,077.53 | £6,381.41 | £6,381.41 |
The costs and charges shown are for illustration purposes only based on the assumptions presented. Please refer to our tariff of charges before investing. Returns are not guaranteed.
Total HL charges and 5 year HL charges also include an £11.95 exit dealing charge.
Figures may not add up to the given total due to rounding.
Key documents
View the Retail Offer Announcement
View Our Offer Terms and Conditions
The publication of the Admission Document on our website is not an endorsement of the Wellnex Life launch. Hargreaves Lansdown has not authorised or approved the Admission Document, as such we are unable to guarantee their accuracy. We are using the Admission Document and the Retail Offer Announcement with the consent of the Wellnex Life. The Admission Document and the Retail Offer Announcement are issued by, and are the sole responsibility of, Wellnex Life Limited.