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 Advice Fee Consent

Is your platform making it easy to manage advice fee consent?

We’re providing flexibility for you and your clients. Perhaps it’s one reason advisers rated us #1 in Australia.1

Take a look at what we have to offer.

We’re committed to developing innovative solutions together with advisers, licensees and other industry participants to empower better financial futures for customers. Perhaps it’s one reason why advisers rated us #1 for Overall Platform Satisfaction in the latest Wealth Insights report.1

The way we have designed our advice fee consent process is no different.

  • Use the forms that work for you – we accept licensee & industry (eg. FPA) advice fee consent forms, 
  • Email or upload fee renewals or changes to us directly on the platform, and 
  • Access digital consent and reporting tools that provide visibility of all your HUB24 client fee arrangements and renewal dates.

Let’s talk about how Our Market-Leading Platform can help you.^

Submit your details and one of our team will be in touch.

^HUB24 was rated Best Platform Overall, Best Managed Account Functionality, Best in Online Business Management, Best in Reporting and Best Mobile Platform in the 2023 Investment Trends Platform Competitive Analysis and Benchmarking Report.

1 Wealth Insights Platform Service Report 2021. Investment Trends Platform Competitive Analysis and Benchmarking Report 2020. HUB24 was rated Best Platform Overall in 2020 and Best Managed Portfolios Functionality for the past 5 years (2016-2020).