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A flexible adviser fee service

Our Adviser Fees service provides you with the flexibility you need to manage fee arrangements with your clients.

Each month you’ll receive a consolidated payment made to your bank account covering all your fees.

You can apply different fees to separate accounts held by one client. Each fee operates independently, which lets you apply different rates as necessary.

This service can be used with our ISA, Investment Accounts and our Pension, but does not cover products provided by Standard Life.

Initial fees

  • Can be set up as a fixed monetary amount or a percentage of the assets invested
  • Can be paid by the client through adding the fee to the investment amount
  • For regular saving plans, the fee is deducted from contributions before they’re invested
     

Ongoing fees

  • Can be set up as a fixed monetary amount or a percentage of the assets invested
  • Can be amended at any time in agreement with your client
  • Are deducted from either cash, the client's largest holding, or a nominated investment
     

Specified fees

  • Can be taken from accounts as a fixed monetary amount
  • Deducted from cash or by redeeming units/shares.