Remuneration & Fee Policy:
Blackall Financial may charge you a fee for advice provided and transactions
arranged. Prior to undertaking any work, we will agree with you the basis of our
fees, bearing in mind that the rates may increase over time. Where no explicit
fee is charged to you, we are usually remunerated directly by the provider
concerned - this may result in a reduced allocation rate or a higher management
charge. In all instances we strive to keep our charges competitive and
appropriate to your personal circumstances.
Blackall Financial may be remunerated by fees, commission, recurring commissions or other payments for
advice given and orders received or transmitted to product providers. Blackall
Financial may receive commission and other payments from the product producer or
undertaking with which business is placed. Summary details of these payments are include in the link provided below.
Where Blackall Financial receives recurring commission, this forms part of the remuneration for initial advice provided.
A summary of commission payments as required under CP116 can be accessed by clicking the link below.
https://www.bis-platform.com/ba/cp116_pdf.php?docref=cp6374
A quotation can be provided before work begins, however where clients elect to opt for
a time based fee basis, it should be borne in mind that where fees are calculated on a
time charge basis, any quotations issued are as a guideline only, and are not binding as they
can vary in reality when work begins. Minimum fee is €1,500 and there is no maximum fee,
additional fees may also be payable where case work is complex,
or to reflect value, specialist skills or urgency. For case work where we charge an hourly fee by
agreement with the client, we will charge €250 per hour for adviser time. Where
a client elects to pay for our services in full by way of a fee, advisor time
(including for the purposes of clarity client meetings, fact-finding, analysis,
report generation and relevant product execution) will be charged at an hourly
rate of €250 per hour, and fees are due for payment within 30 days of invoice
date. Where clients require certainty regarding levels of fees, we would usually
advise such clients to opt for a commission basis of remuneration, as there can
then be no ambiguity surrounding hours charged or payment for our services.
In cases where we arrange a product for you with a product provider
with whom we do no hold appointment in writing then we will charge you a fee for
our services. If we do this we will provide you with a written estimate of this
in advance of providing any business service.
We will provide you with a copy of our terms of business before we undertake
any business on your behalf, and full details of our fees and charges are
contained in this document which you should read fully.
arranged. Prior to undertaking any work, we will agree with you the basis of our
fees, bearing in mind that the rates may increase over time. Where no explicit
fee is charged to you, we are usually remunerated directly by the provider
concerned - this may result in a reduced allocation rate or a higher management
charge. In all instances we strive to keep our charges competitive and
appropriate to your personal circumstances.
Blackall Financial may be remunerated by fees, commission, recurring commissions or other payments for
advice given and orders received or transmitted to product providers. Blackall
Financial may receive commission and other payments from the product producer or
undertaking with which business is placed. Summary details of these payments are include in the link provided below.
Where Blackall Financial receives recurring commission, this forms part of the remuneration for initial advice provided.
A summary of commission payments as required under CP116 can be accessed by clicking the link below.
https://www.bis-platform.com/ba/cp116_pdf.php?docref=cp6374
A quotation can be provided before work begins, however where clients elect to opt for
a time based fee basis, it should be borne in mind that where fees are calculated on a
time charge basis, any quotations issued are as a guideline only, and are not binding as they
can vary in reality when work begins. Minimum fee is €1,500 and there is no maximum fee,
additional fees may also be payable where case work is complex,
or to reflect value, specialist skills or urgency. For case work where we charge an hourly fee by
agreement with the client, we will charge €250 per hour for adviser time. Where
a client elects to pay for our services in full by way of a fee, advisor time
(including for the purposes of clarity client meetings, fact-finding, analysis,
report generation and relevant product execution) will be charged at an hourly
rate of €250 per hour, and fees are due for payment within 30 days of invoice
date. Where clients require certainty regarding levels of fees, we would usually
advise such clients to opt for a commission basis of remuneration, as there can
then be no ambiguity surrounding hours charged or payment for our services.
In cases where we arrange a product for you with a product provider
with whom we do no hold appointment in writing then we will charge you a fee for
our services. If we do this we will provide you with a written estimate of this
in advance of providing any business service.
We will provide you with a copy of our terms of business before we undertake
any business on your behalf, and full details of our fees and charges are
contained in this document which you should read fully.
