HUB24 is making it easy to manage advice fee consent

Take a look at what we have to offer.

At HUB24, we’re dedicated to delivering innovative solutions that drive productivity in your business and empower your clients with choice and flexibility. 

Our approach to the advice fee consent process is no different. Here are some of the ways we are making it easier to manage consent with your clients: 

Increased efficiency and transparency with a dedicated dashboard to manage advice fees

We’re taking away the stress of keeping up with advice fee arrangements. We’ve developed a centralised dashboard where you can monitor and manage all of your advice fee arrangements. Our new dashboard empowers you with greater visibility so you can track current fee arrangements, request one-off advice fees, track the progress of renewals, see upcoming consent renewals and process new arrangements all in one place. 

To access the Advice Fee Consent dashboard, simply login to the AdviserHUB and navigate to Accounts > Advice fees 

If you’d like to know more about the key features of our advice fee consent dashboard you can do so by downloading the support guide. 

Advice fee consent support guide

Enhanced productivity and choice with pre-populated digital forms

Save time and generate pre-populated PDF consent forms securely online for both renewal and new arrangements. We’re helping to drive productivity in your business and keep client information safe with our digital solutions for advice fee consent. Our pre-populated consent forms mean you can spend less time on admin and more time focusing on your clients. Clients have the flexibility to choose how they consent to advice fees in any of the following ways: 

• Via pre-populated PDF form 
• Via the HUB24 digital email consent 
• Adviser/third party advice fee consent form 

Find out more about the recent enhancements we’ve been making to streamline processes, drive efficiencies and improve transparency for advisers. 

View our recent platform enhancements.