Prestige Wealth Management

Terms of service

We offer various engagement options and adopt a flexible charging structure to accommodate diverse client circumstances. The most suitable model depends on the nature of the advice provided, and during the solution appointment, we will work with you to determine the most appropriate charging method.

Commission:

In most cases, we earn a commission from the product provider when we establish a policy. In such instances, there would be no direct payment from you to Prestige Wealth Management, as all commissions would be remunerated within the product charges of the policy.

% Initial Fee:

We may agree to a percentage of the capital invested as the fee for setting up a policy. Typically, this applies to the initial investment value of the policy.

Fixed Fee:

In some instances, we may agree upon a fixed fee with you, reflecting the expected scope of work to be undertaken. This arrangement is usually applicable to clients who focus solely on financial planning or prefer a more transactional/hands on approach.

There is no fee for the initial consultation and analysis. This essential step allows us to determine which of the three fee models best suits your individual situation and requirements. Our regulatory obligations require total transparency regarding all charges. Therefore, charges will be clearly outlined and agreed upon with you before proceeding with any recommendation presented to you.