Ability to Split Client/Broker Fees
sometimes there is no proc fee and advisers want to to split the broker fee also
24
votes
Anonymous
shared this idea
-
Larissa Tait
commented
We need to have separate client and Adviser fees on the platform. This is simply because we may charged the client £499 for their fee and the adviser may get a certain amount from the policy, as commission, but this is not the whole proc fee.
-
AdminAnonymous
(Admin, smartr365)
commented
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.