Commission options
With the Flexible Guarantee Bond, we offer you - the adviser – some attractive and flexible commission options.
You can choose how to receive your commission and give up (sacrifice) some to increase your client’s investment.
Initial or initial plus trail
You can choose to convert some of your initial commission to trail. The ratio we apply is
- 1.1% initial commission = 0.25% trail
- 2.2% initial commission = 0.50% trail
Maximum trail is 0.50%. And we'll pay trail from the 13th month after the date of investment, as a series of six-monthly instalments for the remainder of the first 10 years of the Bond.
Commission 'give up'
You can choose to give up (sacrifice) some or all of your initial commission to increase your client’s investment. We operate ‘give up’ on a simple 1 to 1 basis. We apply the increase directly to your client’s investment, before applying our standard allocation rates.