The customer journey
Acquiring and interpreting the information regarding broker remuneration can be a time intensive task. Some brokers are guarded whilst some have to seek advice from their compliance and legal teams regarding the disclosure that will be made. We have outline the main process we follow below, so you can understand the steps required and that some times we may be delayed by third parties. We make every effort to keep you updated and to present our findings in a timely manner. Please note that fair value commentary will only be provided on our packages marked ‘with commentary’. Our basic service will simply present the results. Please consider your needs before opting for the service you wish.