How do I take an ad hoc adviser fee or amend a regular fee?

1. Find the client using the search facility and click on the account to produce the fee for.

2. Click on the ‘Fees & Charges’ tab on the client’s account dashboard.

• 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.

3. To take an ad hoc fee, select ‘Add adviser ad hoc fee’. Enter your fee amount and click ‘Generate documents’.

• Although we do not need to see the signed adviser fee form when you set up an ad hoc fee, it is important that you keep a copy of the signed adviser fee form in your client’s record. We may request to see this as part of an audit or if we have a query relating to fees.

4. Your documentation will be made available below. Read through the declarations and tick to accept them then click ‘Submit’.

1. Find the client using the search facility and click on the account to produce the fee for.

2. Click on the ‘Fees & Charges’ tab on the client’s account dashboard.

• 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.

3. To amend any existing fees click on the ‘Edit’ option. The current fee set up will be displayed.

4. Make the required changes and click ‘Generate documents’ and they will be made available below. Read through the declarations, tick to accept, then click ‘Submit’.

• Always ensure you retain a copy of the fee form signed by your client.

5. The updated fee details will be displayed by hovering over the ‘Adviser initial regular fee’ section.