Currently, we can only have one Fee Split that applies to ALL of an adviser's revenue.
For example, we can only have 60/40 (adviser/firm) which is applied to ALL Initial and Ongoing fees from an adviser.
However, some firms, including us, do not apply the same fee splits for all income. We may want to apply a 60/40 split for Initial Fees, but 0/100 for Ongoing fees, particularly those advisers in employed positions.
The only way to work around this currently is a messy one that involves adding lots of Charge Splits for each and every policy there is under the sun to 'tweak' the difference.
This would be made a whole lot easier if we were able to apply this at Adviser level and adjust the Adviser Fee Splits between Initial and Ongoing fees in the first place. Please review.
Thank you.
Please authenticate to join the conversation.
Accepting Feedback
Feature Request
Income Reconciliation
About 1 year ago

Alan Chan
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Income Reconciliation
About 1 year ago

Alan Chan
Get notified by email when there are changes.