Ability to Split Client/Broker Fees
sometimes there is no proc fee and advisers want to to split the broker fee also
23
votes
Anonymous
shared this idea
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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.
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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.