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Client Charter and Fee Schedule

Monday, 15 Nov 2010 by matt | 0 Comments

Ethical Investors has released a new Client Charter and Fee Schedule, which sets out the proposed charging structure for clients from January 2011.  All financial advisers have to prepare for the future charging structure resulting from the Retail Distribution Review (RDR) of financial advice, as instigated by the Financial Services Authority – the background to this is discussed in our most recent newsletter and the introduction to the Client Charter (available to download from the link on this article).


The Retail Distribution Review significantly alters the nature of charging for financial advice and applies from 1st January 2013 - Ethical Investors is preparing for these changes in advance.  The charter specifies an initial structure for work on a fee basis, and for clients that are paying us on an going basis (for example by a trail commission) the service that they can expect to receive.


In keeping with our company ethos we are, of course, open to feedback on the attached documents.



What now?

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