There are two types of ongoing investment solutions available and the ongoing charges are different under each solution. The two solutions are detailed further within the separate Adviser Investment Process document.
|Subject to the following Minimum Annual Charge|
|Ongoing Proposition||% of Charge||Money Tree Bronze||Money Tree Silver||Money Tree Gold||Money Tree Platinum|
|Outsourced Investment Solution||0.60%||None||£500 per annum||£1,000 per annum||£3,000 per annum|
|Advisory Portfolios||0.75%||None||£750 per annum||£1,500 per annum||£4,000 per annum|
• The amount of our annual ongoing charges may increase as the size of your fund grows.
• In some circumstances we may receive ongoing payments (commission) from product providers relating to existing investments you hold. Such payments may be taken into account when determining the charges for ongoing services. We will discuss and agree this with you where relevant.
* Please note this only relates to investors where at least 75% of portfolio value is based upon an Outsourced Investment Solution otherwise an adviser charge of 0.75% will be incurred.
Payment of ongoing charges can be made either by:
- A regular fee, paid by standing order
- By deduction from your investment(s) on a monthly, quarterly, six-monthly or annual basis, where the product / platform provider is able to offer this facility
Ongoing services can be cancelled at any time by simply informing us in writing but please note that we reserve the right to charge you for services provided prior to cancellation.