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.
