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

You can find out how to view the existing fees and charges on accounts or those that have been previously deducted, using this short 'How do I' guide.

To amend an ad hoc, ongoing regular or regular initial adviser fee, then please see our fee amendment user guide.

Further information on how fees can be facilitated is available in our flexible adviser fees webpage.

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