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Referrals Scheme: Commission Rates for Introducers

Commission/Fee Rates Effective from: 15/02/2010

Referrals Scheme: Commission Rates Paid to Introducers
Two great commission sharing rates plus a special bonus ...

A. 20% Standard Commission/Fee Share:  WE DO ALL THE WORK

• Client Initial Discussion: We do
• Our Client Questionnaire: We complete
• Client Suitability Report and Advice: We prepare and discuss with the client
• Application Forms/Tax Forms: We complete

B. 40% Enhanced Commission/Fee Share: YOU SHARE THE WORK

• Client Initial Discussions: You do
• Our Client Questionnaire: You complete
• Suitability Report and Advice: We research, we write the report, we discuss with the client, you are involved if you wish
• Application Forms/Tax Forms: We partially complete - you check accuracy with client for signature
• Application Forms/Tax Forms Submission:  We submit and chase to completion
• Fees Commissions: We invoice/handle commissions, we pay you
• Including pension transfers, USP or ASP (drawdown), care, tax, trust or offshore/international investment
  

C. 10% SPECIAL COMMISSION BONUS in addition to the above rates:
We will share with you even more commission/fees for "simpler" advice/less labour intensive works:
A fantastic rate considering we retain all advice liabilities and regulatory costs. 

Meaning up to 50% for the Enhanced Option and up to 30% for the Standard Option for

• Wills, Severance of Joint Tenants and Powers of Attorney
• Tax Returns and some Trust Returns
• Standard Pension Annuities (excluding enhanced or impaired life annuities)
• ISAs - Lump sum, regular premium and transfers
• New Pension Schemes for regular or single premiums
• Straightforward Investment Only Insurance Bonds
• Straightforward Investment Only Unit Trusts, OEICS and other collectives
• NB: There is no 10% uplift for higher risk/higher administration areas such pension transfers, USP or ASP (drawdown), care fees planning, trust planning with investments or offshore/international investment

D. 30% ONGOING SERVICING COMMISSION

• Ongoing Fees or Trail Commissions shared if client remains on our agency and we continue servicing
  

**  No Advice - No Liability - No FSA - No Compliance - Revolutionising Financial Advice **

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