Setting up Adviser Fee Charging Structure - Adviser Charge Revenue (Section K)

This report will pick up information entered throughout the system relating to Adviser Charging. It will also use the data entered within Setup > User Info > Charging Structure > Adviser Fees which is used to record the typical minimum and maximum charges for Independent and Restricted advice.

To setup an Adviser Fees charging structure, navigate to Setup > User Information > Charging Structure > Adviser Fees and click on +Add record:

Record the relevant information: