CommPay Revenue Types
If you are using Centrepoint's Commpay Revenue Scheme, the table below shows the mapping between Main Revenue Types and their corresponding Revenue Types.
Applies to: AW, PIS, MPS, ASVW, (LVA and AAP)*
*if using Centrepoint's Revenue Scheme
| Main Revenue Type | Revenue Type |
|---|---|
| Client Fees | Estate Planning Fees |
| Client Fees | Fin Plan Benefit Fee |
| Client Fees | Fixed Term Invoice |
| Client Fees | On-Going Fees |
| Client Fees | SOA/ROA Fee |
| Client Fees | Upfront Fees |
| New Business | Adviser Service Fee - Upfront |
| New Business | Initial Insurance |
| New Business | Mortgage Sales |
| New Business | Once Off Remuneration |
| New Business | Stockbroking Fees |
| On-Going | Adviser Service Fee - Ongoing |
| On-Going | Fixed Term Fee |
| On-Going | Mortgage Trail |
| On-Going | Ongoing Remuneration |
| On-Going | Portfolio Management Fee |
| On-Going | Trail Insurance |