Referrals Scheme: Commission Rates for Introducers
Commission/Fee Rates Effective from: 15/02/2010Referrals Scheme: Commission Rates Paid to Introducers
Two great commission sharing rates plus a special bonus ...
A. 20% Standard Commission/Fee Share: WE DO ALL THE WORK
- Client Initial Discussion: We do
- Our Client Questionnaire: We complete
- Client Suitability Report and Advice: We prepare and discuss with the client
- Application Forms/Tax Forms: We complete
- Client Initial Discussions: You do
- Our Client Questionnaire: You complete
- Suitability Report and Advice: We research, we write the report, we discuss with the client, you are involved if you wish
- Application Forms/Tax Forms: We partially complete - you check accuracy with client for signature
- Application Forms/Tax Forms Submission: We submit and chase to completion
- Fees Commissions: We invoice/handle commissions, we pay you
- Including pension transfers, USP or ASP (drawdown), care, tax, trust or offshore/international investment
We will share with you even more commission/fees for "simpler" advice/less labour intensive works:
A fantastic rate considering we retain all advice liabilities and regulatory costs.
Meaning up to 50% for the Enhanced Option and up to 30% for the Standard Option for
- Wills, Severance of Joint Tenants and Powers of Attorney
- Tax Returns and some Trust Returns
- Standard Pension Annuities (excluding enhanced or impaired life annuities)
- ISAs - Lump sum, regular premium and transfers
- New Pension Schemes for regular or single premiums
- Straightforward Investment Only Insurance Bonds
- Straightforward Investment Only Unit Trusts, OEICS and other collectives
- NB: There is no 10% uplift for higher risk/higher administration areas such pension transfers, USP or ASP (drawdown), care fees planning, trust planning with investments or offshore/international investment
- Ongoing Fees or Trail Commissions shared if client remains on our agency and we continue servicing
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