The insurance instrument edit screen of an Investor instruction contains a Benefit – and Cost and Fees section. The values in these sections are updated from the defaults set on the Insurance instrument. The values can however be updated on the instruction itself.

The Cost and Fees section will only be visible and editable by users with the global permission ‘Insurance Cost and fees’

Broker premium fee amount and Broker fee of residual will be paid from the Insurers portfolio to the Adviser as set on the account.

Also see Insurance Rate tables

Last Updated on 7 years ago by Antoinette Van Meyeren