How Do I Enter My Adviser Charge rates?
- Click Settings
- Click My Charges
My Charges page is displayed
4 rows are provided to record Initial Charges and 4 rows are provided for Ongoing Charges
Use the tick boxes on the right hand side of the screen to activate the rows that match your charging approaches
Complete the Minimum and Maximum fields in either the Indpendent Advicecolumns or the Restricted Advice Columns
The information will be used as part of the the Section K data for submitted annually to the FCA.
- click Save Data when done
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