New business

Description

Additional Information

Adviser Service Fee - Upfront

Upfront ASF

 

Initial Insurance

Risk Upfront

 

Initial Remuneration

Investment Upfront

 

Prospera Upfront Fee

Upfront Prospera Fees

 

On-going

Adviser Service Fee - Ongoing

Ongoing ASF

Included in FDS revenue

On-Going Remuneration

On-Going Investment Revenue

 

Portfolio Management Fee

HUB24 PMF Fees

Included in FDS revenue

Prospera Ongoing Fee

On-Going Prospera Fees

Included in FDS revenue

Trail Insurance

Risk Trail

 

Client Fees

SOA/ROA Fee

Plan Fees

 

Upfront Fees

Upfront/Once Off Fees

 

Client Service Fee

Client Service Fee

 

On-going Fees

On-going Fees

Included in FDS revenue

Fin Plan Benefit Fee

Financial Planning Benefit payment

Financial Planning Benefit payment from Suppliers to advisers for providing advice on payment of claim to client

 

If you have any questions regarding the types contact the Remuneration and Reporting Team using the below details:

Remuneration and Reporting

T 1300 557 598 (Option 1 > Option 2)

E remenquiries@lavista.com.au