'AD HOC' PRODUCT ADMINISTRATION WHEN NOT USING MONEY MOT SERVICES
This service is for clients that are NOT using our ongoing, regular Gold or Platinum Money MOT Services and just want ad-hoc administration works on regulated pensions and investment schemes.
This service is for clients that do not want a regular servicing arrangement but may need ad-hoc and irregular administration for their regulated pensions and investments. For example, needing to make withdrawals or the movement of money or funds either internally or externally.
This is a NON-ADVISED Service
What is included?
Ad-Hoc Administration Service Fees:
Our fees are based upon the number of policies/plans/funds that you want us to administer. We believe you should control and have the choice of how all policy administration services be delivered to you and at what cost. There are four pricing options, allowing you to save up to 25%.