Fee Clawback

Modified on Fri, 28 Jun, 2024 at 12:56 PM

Fee Clawback:

To clawback any incorrectly paid fees on a client investment, 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”

Account ID:
Date of when the fee was taken:
Amount taken:
The amount in which needs a clawback:
Explanation of why we need to clawback e.g. duplicate instruction on the portal, incorrect £ or % entered:

Business Owner Details

For Internal Use Only:

Business Owner Team: Hubwise CS Management Team

Business Owner Contact Details: #[email protected]

Note: All Knowledge Base updates are approved by the Business Owner.