How do I access information on fees and charges on my client’s account?

1. From the homepage, search for the relevant client.

2. Select the client’s account you wish to view fees and charges for.

3. Select the ‘fees and charges’ tab.

4. You can view your current fee set up here as well as any pending fees such as one-off initial advice fees which have not yet been deducted.

To see fees and charges that have been deducted, you can see this within the ‘Transactions’ tab and then choose the ‘Fees & Charges’ sub tab.

This includes:

• adviser, discretionary and platform fees
• the date of the payment
• the amount debited
• description of the charges
• the period that any fees relate to

You can see further details on page 3 of the transaction history guide.