Advice agreement

Fees -> Advice Agreement tab for all advice agreements.

Advice agreement information for the group can be found in the Advice agreement sub tab. On load, there will be a summarised list view of all the advice agreements that you have created for the group. On this page, you can add a new advice agreement one-off not related to any advice and view exisiting agreements in detail by selecting them from the list.

In the detailed view, you can edit and delete the advice agreement. To learn more about the advice agreement calculator click here.