Expand makes managing fee consents easy

Expand reduces the administrative burden by providing an end-to-end convenient and efficient Advice Fee solution to ensure you always know exactly what is required and when.

Expand’s Advice Fee solution includes:

• The Advice Fees Activity Monitor provides you with the ability to create, renew and amend advice fees.
• Reporting by clients and your business.
• The ability to manage Family fee aggregation groups online. Each group can have up to eight Expand Extra accounts.

When it’s time to renew your advice fees our Advice Fees Activity Monitor will provide real time status. It’s a feature our user experience team designed with advisers to meet your needs.

"Expand have nailed it where the upcoming fee consent is shown on the adviser portal... this is handy which lets us know all is right and no follow up needed." Adviser 9 June 2023

Conveniently manage existing Ongoing fee arrangements with three flexible and efficient options:

1. Use your own licensee fee consent form which can be uploaded into our online portal (contact us to confirm eligibility)
2. Complete our simple online process via DocuSign or upload the client’s signature on our fee consent form, or
3. Edit existing fee arrangements by completing our simple online process via DocuSign or uploading the client’s signature on our fee consent form.

View our how to video to see how easy it is to set up, amend or renew advice fees.