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How can we improve the Smartr365 Fact Find?

Fact Find: Fees

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Ability to Split Client/Broker Fees

sometimes there is no proc fee and advisers want to to split the broker fee also

22 votes

Anonymous shared this idea · Mar 30, 2021 · Report… · Admin →

under review · Feb 26, 2024

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AdminAnonymous (Admin, smartr365) commented · May 5, 2021 2:09 AM · Report

The split only applies to the lender procuration fee. We need to be able to apply this to all 3 fees – proc, client fee and admin/misc fee.

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