What are Disclosure Fee Sets?

Administration / Investment Platforms have multiple products with different fee structures (e.g. Internal or External Brokerage, Family Discounting, Unlimited Switching Fee or Per Transaction Switching Fee).

Disclosure Fee Sets are used in XPLAN to manage these fee structures.

The Disclosure Fees have been set up to limit the fields applicable to the different fee structures available.

There are multiple Disclosure Fees making it easy to select and apply the product fee structure that is appropriate to the product you're recommending to your client.