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Selling adviser FCI based on the net amount after the payment to Introducer

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Income Reconciliation

anita_brennan

We are paying 20% of a fee to an Introducer and have set up a Charge Split. However, we need to the selling adviser FCI recognition to be based on the net amount after the payment to Introducer is made, i.e. they get recognition for 80% not 100%, but we are unable to record this on Plannr.

a year ago

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