MODEL 01
Fixed fee
An agreed fee for the defined advisory scope. Amount, billing period and covered services will be set out in the client agreement.
Fee structure
Clear fees.
Informed decisions.
Understand the fee model and terms before entering an advisory agreement.
Draft fee page. Actual charges, applicable caps and payment terms have not been supplied. No fee offer is made in this preview.
MODEL 02
Assets under advice
A fee calculated on eligible assets under advice. The rate, valuation method and billing basis require confirmation. Explore asset categories →
| Term | Fixed fee | AUA-based fee |
|---|---|---|
| Actual charge / rate | To be confirmed | To be confirmed |
| Applicable regulatory limit | To be confirmed | To be confirmed |
| Billing frequency | To be confirmed | To be confirmed |
| GST treatment | To be confirmed | To be confirmed |
| Advance payment | To be confirmed | To be confirmed |
| Refund / termination | To be confirmed | To be confirmed |
| Model selection and switching | To be confirmed | To be confirmed |
These are proposed models from the supplied brief. The adviser must confirm which are offered and obtain compliance review before publication.