We’ve introduced a range of innovative enhancements designed to streamline the advice fee consent process and provide you and your clients with more choice and flexibility.
We’ve developed a centralised dashboard where you can monitor and manage your advice fee arrangements. Our new dashboard empowers you with greater visibility so you can track all current fee arrangements, request one-off advice fees, track the progress of renewals, see upcoming consent renewals and process new arrangements all in one place.
To access the new Advice Fee Consent dashboard, simply login to the AdviserHUB and navigate to Accounts > Advice fees
We’re driving productivity in your business with our digital solutions that enable you to securely request and manage consent more efficiently. You can now generate pre-populated PDF consent forms securely online for both renewal and new arrangements.