HUB24 is making it easy to manage advice fee consent

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At HUB24, we’re dedicated to delivering innovative solutions that drive productivity in your business and empower your clients with choice and flexibility. 

Our approach to the advice fee consent process is no different. Here are some of the ways we are making it easier to manage consent with your clients: 

Increased efficiency and transparency with a dedicated dashboard to manage advice fees

We’re taking away the stress of keeping up with advice fee arrangements. We’ve developed a centralised dashboard where you can monitor and manage all of your advice fee arrangements. Our new dashboard empowers you with greater visibility so you can track 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 Advice Fee Consent dashboard, simply login to the AdviserHUB and navigate to Accounts > Advice fees 

If you’d like to know more about the key features of our advice fee consent dashboard you can do so by downloading the support guide. 

Advice fee consent support guide

Enhanced productivity and choice with pre-populated digital forms

Save time and generate pre-populated PDF consent forms securely online for both renewal and new arrangements. We’re helping to drive productivity in your business and keep client information safe with our digital solutions for advice fee consent. Our pre-populated consent forms mean you can spend less time on admin and more time focusing on your clients. Clients have the flexibility to choose how they consent to advice fees in any of the following ways: 

• Via pre-populated PDF form 
• Via the HUB24 digital email consent 
• Adviser/third party advice fee consent form 

Bulk fee consent

Delivering on our commitment to drive more productivity in your business, we’ve streamlined fee consent to enable processing of multiple fee consents at one time. You can send multiple fee consent requests or generate our pre-populated form in bulk for easy management of your upcoming fee arrangements. 

New custom fee templates 

We’ve delivered new fee template capability to drive efficiency in your business and save you time when processing advice fee consent requests. You now have the ability to create custom templates that can be used to quickly populate fees. They are simple to apply across multiple accounts using the digital advice fee consent tool. 

Resend capability 

We’re driving efficiency in your business with our resend capability by enabling you to resend advice fee consent requests to clients when they have not yet approved the request. Instead of sending a new request, you can resend the existing advice fee consent request as a reminder using email or via InvestorHUB. 

Future start date 

We’re increasing visibility with the addition of upcoming fee arrangements on our advice fee consent dashboard. You can now view fee arrangements that have a future starting date to help you better manage your consent requests. 

Find out more about the recent enhancements we’ve been making to streamline processes, drive efficiencies and improve transparency for advisers. 

View our recent platform enhancements.