Söderberg & Partners Wealth Management allows you to link up to 10 entities, using client groups.

By combining the assets of the group, clients can benefit from lower platform and/or adviser fees than if they were charged on an individual basis.

For more information on the parameters of family linking, please see here; Can I set up family linking? And what are the parameters?

To put family linking in place you must set up a client group. Log in to the platform and click on the Client's tab:

Select the 'Client groups' tab within this page:

Select 'Create Group' in the top right hand corner:

Enter a name for this group, ensuring that it is unique:

In the Group purpose field, select whether this is to be applicable for platform fees, adviser fees, or both:

Select the Adviser entity the clients in this family group will belong to:

Under Group members, use the search box to find and select the relevant clients for this group. You will only find clients belonging to the chosen Adviser entity, and client records which already belong to a different group will appear in red to indicate they cannot be added, as clients can only be added to one client group:

When you have added all of the relevant client records, select Review:

Check the details, and if you are happy they are correct, select submit and this client group will be active:

The new client group will now show within the list of existing client groups:

You can click the arrow next to the family group name to view details of the clients involved, including their name, client ID, no. of accounts they have, the value of their holdings, and whether this is applicable for platform fees, adviser fees or both:

By clicking on the three dots, you have the option to edit the group, adding or removing entities as required:

To check whether a client is part of a client group, go to the client record and select the 'Client details' tab:

Scroll to the bottom of the screen and the information is stored here: