ADVISER CHARGES – FLEXIBLE OPTIONS
We can accommodate many options depending on your needs, client base and business model
Our wide range of remuneration options means we can facilitate a range of fee structures that you have agreed with your clients.
Adviser charging options
- Ad valorem charges both initial and annual
- Ad hoc fees
- Regular fees
- Tiered charging
We can accommodate payments from your clients’ cash held on Transact.
Fee payment account
An alternative way to manage Transact charges, adviser fees and cash within wrappers or a portfolio is to use a fee payment account. Your clients can elect a particular wrapper to pay the charges for other wrappers. This service is available for most Transact fees.
Find out more
Speak to a member of our team for more details about the charging options available to you and your clients.Contact us