Fees
- Do you pay cash interest?
- Are fees taken when I rebalance my account?
- How are platform fees calculated for clients within a family group?
- How can I see if a client is part of a client group i.e. they are family linked?
- Can I set up family linking? And what are the parameters?
- What happens with accrued fees if a client transfers in or out mid-month?
- How are adviser / platform / DFM fees calculated?
- Where can I find a summary of all fees applicable to a client's accounts?
- Is there a minimum platform fee?
- How do I take an ad hoc fee?
- Where can I find a report to allow me to reconcile my fee payments?
- When are Platform, Adviser and DFM fees calculated and paid?
- What happens if there isn’t enough cash in a client's account to pay ongoing platform or adviser fees?
- During the fee run that occurs on the 10th, am I able to rebalance an account?