Override Initial platform and Initial adviser fees

• In some instances rounding differences e.g. on VAT may occur, refer to the sample calculation.
• On an Instructions the user has the ability to Override Initial platform and/or Initial adviser fees.



• Select Change on either Initial platform and/or Initial adviser fees.



• The user will be able to Override the fees, set the following:
• Override, set to override
• Type (Percentage or Amount)
• Amount (if amount was selected)
• If VAT is included in the amount or percentage set VAT included in Amount or Percentage



• After the change the revised amount will be shown.

Last Updated on 3 years ago by Tinus Burger