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: #csvhubwiseclientservicemanagement@uk.sscinc.com
Note: All Knowledge Base updates are approved by the Business Owner.
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