We have added exchange traded funds, commodities, and investment trusts to the range of assets your clients can choose to invest in. Unlike the existing funds we offer, these assets are traded on an exchange and require the services of a stockbroker. To cover the cost of these stockbroking services, a dealing charge will be paid when buying or selling these asset types and you can read more about the dealing charge. If your clients continue to invest in our standard range of funds (including over 1,700 OEICs and unit trusts) then they will not pay this charge.
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- How will my fee payments be affected if a bank holiday falls within the week of my payment?
- My client’s valuation has a line that refers to accrued fees and charges; what does this mean?
- Why am I receiving two fee and commission payments from you?
- I used to be paid commission for non-advised top up business on Charge Basis 1. Can this still be done?
- I need to add VAT to my servicing fee. How can I do that?
- Why haven’t I been paid a regular initial adviser fee for one of my clients following migration?
- Can I specify an end date for regular initial adviser fees, and will this be reflected on illustrations?
- Why have you capped my fees on regular investments at 24 months?
- My client’s CRA has been split into two or more sub accounts. Which sub account will my fees be deducted from?
- Why do you need me to reconcile my fees promptly after migration?