Overriding fees:
To override fees on a clients account:
Please complete the following information and submit to Fresh Desk on a new ticket using the following title format:
“11 digit* client reference number, client name and adviser firm “override fees”
- All Account IDs applicable: E.g. ISA ref: 12345 GIA ref 67890
- Clear explanation of what accounts you want fees taken from: E.g. Please can you override the fees so all fees for the ISA (12345) is now taken from the GIA (67890)
Business Owner Details
For Internal Use Only:
Business Owner Team: Hubwise CS Management Team
Business Owner Contact Details: #csvhubwiseclientservicemanagement@uk.sscinc.com
Note: All Knowledge Base updates are approved by the Business Owner.
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