For Advisers


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
  • Retainers
  • Regular fees
  • Tiered charging
  • Discounts

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