We offer a range of flexible adviser charging options available across all our wrappers for you and your client to choose from, including tiered adviser charging for ongoing servicing fees. You can set different fees for each account they hold. (See table below)
The percentages quoted are the maximum limits that Quilter will facilitate. They do not represent the limits agreed between client and adviser.
You can choose the frequency that the adviser ongoing servicing fee is paid - monthly, quarterly, half-yearly or yearly.
You can set tiers and percentages for your adviser charging to enable multiple different charging structures, including fee capping. For more information on how this works, visit our page on tiered adviser charging.
Your client will need to sign an adviser fee authorisation form, which you must retain in your records. A pre-populated version is available for you to print during the online application process.
| Collective Investment Account (CIA) | ISA and Junior ISA | Collective Retirement Account (CRA) | Collective Investment Bond (CIB) | |
| Adviser initial fee - lump sums and transfers | Up to 50% (not applicable for reregistration) | Up to 7%* (not applicable for re-registration) | Up to 7%* (not applicable for re-registration) | Up to 7% |
| Adviser initial fee - regular investments | Up to 50%, payable as a monetary amount only. Can be taken over a period of up to 24 months. It will be deducted separately from the regular investment. |
Not applicable | ||
| Adviser ongoing servicing fee | Up to 50% per year. | Up to 1.5% per year. | ||
| Adviser ad hoc fee | Up to £10,000 | Up to £10,000 | ||
* For CRA, where full immediate crystallisation and maximum tax-free cash are selected for a new lump sum investment or transfer, an initial fee requested as a percentage will be calculated after the deduction of tax-free cash.