View and change initial fee Shares on investment instructions

Also see Sharing fees

On an investment instruction (Once off, Recurring, Cash transfer in) functionality exists to:

1. Change the initial fee percentage, amount or sliding scale
2. View fee shares
3. Add fee shares
4. Update fee shares

NOTE: Where fee shares are added or changed through an investment instruction the fee shares on the contract will be updated in accordance.

Initial fee percentages, amounts or sliding scales can only be changed while the instruction is in status New. Fee shares can still be changed while the investment instruction is in status Submitted.

Also see Take initial adviser fee implicitly

Last Updated on 3 months ago by Antoinette Van Meyeren