Can you offer adviser charging?

Yes.

If you would like to take an adviser fee on your client’s portfolio, your client should complete our adviser fee schedule, which can be found on the reverse of our Schedule of Charges. We will deduct the agreed fee quarterly and pay this to you. Please take care when considering the VAT position of your adviser fee.

For SIPPs and offshore bonds, adviser charges are usually taken from the provider directly, but we can pay adviser charges for some SIPP providers. Please ask your business development manager for details.