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Fee facilitation agreement
Request for ongoing or ad hoc fee*
Customer nameAnnuity numberless complete as
appropriateRetirement Account numberAdviser affirm name FCA numbered to complete this form
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What is fee facilitation agreement?
A fee facilitation agreement is a formal agreement between two parties that outlines the terms and conditions for a service provider to facilitate payment of fees on behalf of a client.
Who is required to file fee facilitation agreement?
The service provider who will be facilitating the payment of fees on behalf of a client is required to file the fee facilitation agreement.
How to fill out fee facilitation agreement?
To fill out a fee facilitation agreement, both parties must provide their contact information, details of the fees to be facilitated, payment terms, and any other relevant terms and conditions.
What is the purpose of fee facilitation agreement?
The purpose of a fee facilitation agreement is to establish a formal agreement between the service provider and the client regarding the facilitation of fee payments.
What information must be reported on fee facilitation agreement?
The fee facilitation agreement must include the names and contact information of both parties, details of the fees to be facilitated, payment terms, and any other relevant terms and conditions.
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