Setup a record for Consultancy Fee Structure - Consultancy Charge Revenue Report (Section L)

This report shows information about consultancy charges applied for under the administration of either Group Personal Pensions or Group Stakeholder schemes:

This report will pick up information completed within Setup > User Info > Charging Structure > Consultancy Fees which confirms which types of consultancy charge were provided.

Setup a record for Consultancy Fee Charging Structure

To setup a Consultancy Fee Charging Structure, navigate to Setup > User Info > Charging Structure > Consultancy Fees and click on Add record:

Record the relevant information: