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16th September 2016

FundsNetwork: Identifying clients not on fees

Since the conversion of bundled funds into their clean equivalent share classes, which brought an end to commission payments, you may still have clients who haven’t agreed a fee arrangement. FundsNetwork’s bespoke ‘Client List’ report can assist you in identifying clients who you may wish to move to fees.

They also understand that persuading all your clients to move to fees may not be a straightforward process. Therefore their client guide ‘Pricing at a glance’, providing a simple explanation of fees and charges, can help you to explain the benefits of a more transparent process.

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