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Adviser Charging

Whether you are looking to be paid for the advice you give upfront, or on an ongoing basis, Old Mutual Wealth offers a range of flexible adviser charging options that allow your clients to pay you, via their investments.

Designed to fit with your customer service proposition, fees can be set up at account level, allowing you to vary the fees you take from each individual wrapper.

Adviser fees are included in illustrations, contract notes and the client’s half yearly statements, helping you to meet your disclosure requirements.

Adviser fees can be facilitated in the following ways:

  • Initial Fee
  • Ongoing Fee
  • Switch Fee
  • Ad Hoc Fee
  • All available on a percentage or monetary basis

Financial Adviser Verification