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

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.

Area of the system
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Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Income Reconciliation

Date

Over 2 years ago

Author

Anita Brennan

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