Tiered adviser charging is live!
Our new tiered adviser charging functionality, designed to help advisers manage different client segments in line with their business needs, including Consumer Duty, is now live.
How will it help you?
Our new functionality means, for new and existing clients, you'll be able to:
- Create different adviser charging structures - and for each charging structure, create multiple tiers with different percentage charges for each tier.
- Link new and existing clients to a tiered charging structure, and move your clients seamlessly between charging structures.
- Download streamlined charge reporting information and easily see what charge structure your clients are on.
How can I get started?
- Just complete the Tiered Adviser Set-Up form and send it to clientservices@parmenion.co.uk.
- Give our team a couple of days to get you all set up, and you'll be good to go.
Once set up for your firm, here's a taste of what you'll be able to do...
and don't just believe us - here's what our advisers are saying...
I’m delighted that Parmenion are introducing tiered adviser charging. It means our advice fees and the platform fees can both be tiered, based on client assets held on the Parmenion platform – and that’s great news for our clients.
Keith Bonner
Pembroke Financial Services
Want to know more?
If you want to know more just see our frequently asked questions or get in touch to book a demo.
