 |
||
| If you have any existing investments arranged via another broker or directly with fund management companies then we could send you an automatic annual cashback on your investment. Grab your share of an estimated £20million lost to UK investors each year. The service is simple to arrange and free to join and we pay you a cashback each year on your investments. |
||
 |
||
How does this work? When you arrange an ISA, PEP, Unit Trust, OEIC, fund portfolio services such as Cofunds and Fundsnetwork and some investment bonds, your agent (broker) normally receives annual 'trail commission' based on the value of your investment. Even if you arranged your investment directly with the product provider you can still appoint an agent now without affecting any aspect of your investment and trigger the payment of 'trail commission'. The value of the trail commission is usually 0.5% of the value of the investment e.g. £35 for an ISA valued at £7000. Our proposal is simple: make us the agent for your investments and we will share the trail commission with you by sending you an annual payment. You would not normally see any of the trail commission therefore this is an opportunity for you to truly maximise your investments. UK investors will lose over £20 million this year in trail commission so now is your chance to secure your fair share. Is there any risk? No, you remain in full control of your investments and your plans do not change in any way. We do not gain any control of your investment but become your agent and should begin to receive the trail commission. |
||
How much will I receive? We will pay you annually just after the anniversary of you joining the service. We will collect trail commissions from all your investments and add them together each year. The tables below show what percentage of the commission we pay you each year together with examples of how much this could generate for you (assumes 7% per annum investment growth). All payments are free of tax. |
||
 |
||
| Will this affect the relationship with my financial adviser? By joining this service your original agent will stop receiving traill commission. If you wish to continue the relationship with your financial adviser, and you pay for their services by commission, then this is an important factor to consider as it may affect the service you receive. How to join the service We offer 2 ways to join our service depending on your preferences and the existing investments you hold: |
Option 1 |
Option 2 |
|
Change of Agency |
FundsNetwork |
|
Can track and manage your portfolio online 24/7 |
 |
 |
Suitable for bonds and platform portfolios e.g. Cofunds, FundsNetwork |
|
|
Suitable for ISAs, PEPs, Unit Trusts and OEICs |
|
|
No cost to join |
|
|
Funds remain the same |
|
|
How long before account is fully processed and included in service |
About 1 week |
About 4 weeks |