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.