Charges

Our aim with Whitechurch Direct is to provide directly regulated IFAs with a low cost but full compliance service - and we believe we have achieved just that.

Whitechurch Direct charges - Core service including file checks

Firm charge (including initial Registered Individual):

• £240.00 per month + VAT

Charge for each and every additional Registered Individual:

• £25.00 per month + VAT

Whitechurch Direct charges - Additional support / services

Any additional work required is charged at £75.00 + VAT per hour or £500.00 + VAT per day.

The cost of any subsequent annual visits are charged at £500.00 per day + VAT. (Please note that on-going annual meetings are only mandatory if you use the PI facility Whitechurch Direct has arranged.)

Other charges you should take into account

Regulatory costs:

• FSA Fees
• FOS Fees
• FSCS levy

The above totals approximately £2,000 based on our network experience.

PI insurance - assume 3% of turnover.

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