Adviser Charging
Putting a price on financial advice
From 2013 many investment advisers in the UK face a major change in how they operate. Our latest report offers firms a practical guide on making the successful transition from commission-based charging to fees.
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Incorporating consumer research, IFA research and first-hand experience of fee-based charging models, Adviser Charging: putting a price on financial advice
will investigate whether there’s more to adviser charging than simply ‘how much?’, including:
- How to create a charging model to suit your business
- Building and implementing an ongoing fee stream to replace trail commission
- VAT – when to charge and how to manage it
- And how to survive the biggest change of all – selling your proposition.
Looking to provide practical guidance for firms advising retail investors that are seeking to implement a non-commission based charging structure for the first time, download your free copy of the report today.
We hope you find Adviser Charging: putting a price on financial advice, a valuable resource to assist you and your firm in the transition from commission-based to fee-based models.
Alternatively, for more information, please contact us on 0800 727 770.