UKMONEYSITE Precision Adviser Booklet

Client Referral Informa)on & Fees
Client Referrals
Clients referred on a daily basis
throughout the UK and abroad.
A total of £403 million worth of
investable assets referred
91% of those referred by
ukmoneysite have become a
client of the adviser they were
referred to.
Appointments agreed between
our team and the client on your
behalf
Client Referral Process
Each referral made and appointment set for our partner firms has been
at the request of the individual investor and only after a detailed
consultation with a ukmoneysite client executive has taken place. Each
investor is made aware that by requesting an introduction to an adviser
they are agreeing to a formal appointment to discuss their future
investment arrangements.
No Upfront Costs
The cost of a client referral is displayed below. Upon requesting an
appointment with a local financial adviser a UKMONEYSITE.COM client
executive will contact a suitable adviser and inform them of the clients
request for an appointment. The adviser is under no obligation to agree
to the appointment or the referral.
One off Payment AJer Client Handover
Only upon adviser agreement to accept the referral and after an
appointment has been agreed will a client referral fee be required. Each
client referred is billed after the client handover process has completed.
Security
All clients referred have agreed to meet with a professional firm. At the
point of referral we will confirm a mutually suitable appointment time,
share the portfolio fund analysis and any other information relating to
the investor (as agreed by the investor) which will be helpful to the
partner firm (if agreed by the client). If the ‘Client’ or ‘Adviser’ inform us
that the ‘Client’ no longer wishes to meet, we will replace the client at
the earliest possible opportunity.
Fee Example’s
Client'Profile
Referral'Fee
£25,000&+ £300
£50,000&+ £500
£100,000&+ £750
Click the button below to
diarise a call with a
member of our sales team!
£150,000&+ £1,125
£200,000&+ £1,500
£250,000&+ £1,875
£300,000&+ £2,250
Discuss Your Needs
£350,000&+ £2,625
£400,000&+
Partners&Only