Why am I receiving two fee and commission payments from you?
Will there be any changes to your charges?
Will I receive a final fee payment from the old system when I move to the new technology platform?
My client’s valuation has a line that refers to accrued fees and charges; what does this mean?
What is a dealing charge and how much is it?
What statements can a Master User access and where do they need to be in the firm’s hierarchy?
Can I request and confirm my client’s fee authorisation online?
How will my fees be paid at migration?
I have received a small fee payment on the first Friday after migration, why is that?
Why am I now receiving my fees on a different day?
Why does my client’s account now hold cash?
Where can I view my fee statements from the previous system?
How can I view my fee statements on the new system?
Why do you need me to reconcile my fees promptly after migration?
Why have you capped my fees on regular investments at 24 months?
Why haven’t I been paid a regular initial adviser fee for one of my clients following migration?
I need to add VAT to my servicing fee. How can I do that?
Why am I receiving two fee and commission payments from you?
My client’s valuation has a line that refers to accrued fees and charges; what does this mean?
How will my fee payments be affected if a bank holiday falls within the week of my payment?
What are the Christmas and New Year fee payment dates for weekly paid advisers?
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Remuneration guide |