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Ongoing Adviser Fee Authorisation

Use this form to provide authorisation to pay upfront fees as well as ongoing fees agreed with your clients from their ISA/CIA/CIB/CRA investments; you can also convert CRA investments to Charge Basis 3 at the same time if required.  It also caters for ad hoc fees for re-registration but if you have agreed an ad hoc fee with your clients for something other than this, please use our separate Ad Hoc Fee Authorisation Form.


Financial Adviser Verification