Our flexible arrangement
We offer three main adviser charging options to support you and your clients.
Setting up adviser charging
As long as your firm has accepted our Terms of Business we can collect and pay any adviser charges on your behalf.
Setting up adviser charging is easy on our platform the majority of this can be done online and we do not need a client signature (although you will still need one for your own records).
We let your client know about any adviser charges you have asked us to collect. Your client's six-monthly Statement and Valuation will also detail any adviser charges paid to you in the period it covers.
You can access details of the adviser charges we have collected on your behalf at any time online.