New business |
Description |
Additional Information |
Adviser Service Fee - Upfront |
Upfront ASF |
|
Initial Insurance |
Risk Upfront |
|
Initial Remuneration |
Investment Upfront |
|
Prospera Upfront Fee |
Upfront Prospera Fees |
|
On-going |
||
Adviser Service Fee - Ongoing |
Ongoing ASF |
Included in FDS revenue |
On-Going Remuneration |
On-Going Investment Revenue |
|
Portfolio Management Fee |
HUB24 PMF Fees |
Included in FDS revenue |
Prospera Ongoing Fee |
On-Going Prospera Fees |
Included in FDS revenue |
Trail Insurance |
Risk Trail |
|
Client Fees |
||
SOA/ROA Fee |
Plan Fees |
|
Upfront Fees |
Upfront/Once Off Fees |
|
Client Service Fee |
Client Service Fee |
|
On-going Fees |
On-going Fees |
Included in FDS revenue |
Fin Plan Benefit Fee |
Financial Planning Benefit payment |
Financial Planning Benefit payment from Suppliers to advisers for providing advice on payment of claim to client |
If you have any questions regarding the types contact the Remuneration and Reporting Team using the below details:
Remuneration and Reporting
T 1300 557 598 (Option 1 > Option 2)