Firstly, ensure there is sufficient cleared cash on the account. If there is not, you will need to conduct a sell first of all. Once there is sufficient cash, go to the relevant client’s account and select ‘ad hoc fee’ from the ‘account actions’ menu. From there you can instruct the fee.

The transaction will trigger immediately and this will be paid out in the weekly Friday payment run via BACS. The client will receive an email to inform them that this has been taken.