Investor Account Fee Options

It is possible to select how Ongoing fees are calculated and taken on an Investor Account:

A. Ongoing Fees can be calculated on:

1. the total market value of the account, or
2. per instrument on the account

If number 1 is selected overrides on platform fees on the instrument will be ignored (see Setting and Overriding Platform Fees).

B. Ongoing Fees can be taken:

1. Proportionately from the different instruments in the account, or
2. from a selected Instrument in the account

Last Updated on 4 years ago by Antoinette Van Meyeren