Priority Diamond Class Ongoing Adviser Services Terms and Conditions.
Adviser Support, Administration Assistance and Claims Assistance up to 45 hours (combined total) every 12 months, after which Additional Service Fees may apply.
Additional Service Fees discount 85% of the scheduled fee of 660.00 per hour for adviser support and 330.00 per hour for administration assistance. Benton Asset Management reserves the right not to charge this fee.
Advice Fee 15% discount of the scheduled fee applies.
Complimentary meetings – Four (4) every 12 months after which Additional Service Fees may apply.
Multiple Payment Options includes deduction from investment product, insurance commission where applicable and agreed to and direct payment via Bpay and EFT.
Broker Fees: $0.00 up to 50 trades per year after which Additional Service Fees may be charged.
Refer also to General Terms and Conditions, Your Commitment and Trading Terms below.
Signature Platinum Class Ongoing Adviser Services Terms and Conditions.
Adviser Support, Administration Assistance and Claims Assistance up to 18 hours (combined total) every 12 months, after which additional service fees may apply.
Additional Service Fees discount 65% of the scheduled fee of 660.00 per hour for adviser support and 330.00 per hour for administration assistance. Benton Asset Management reserves the right not to charge this fee.
Advice Fee 10% discount of the scheduled fee applies.
Complimentary meetings – Two (2) every 12 months after which Additional Service Fees may apply.
Flexible Payment Options includes deduction from investment product, insurance commission where applicable and agreed to and direct payment via Bpay and EFT.
Broker Fees: 10% discount up to 30 trades per year after which Additional Service Fees may be charged.
Refer also to General Terms and Conditions, Your Commitment and Trading Terms below.
Classic Gold Class Ongoing Adviser Services Terms and Conditions.
Adviser Support, Administration Assistance and Claims Assistance up to 9 hours (combined total) every 12 months, after which additional service fees may apply.
Additional Service Fees discount 30% of the scheduled fee of 660.00 per hour for adviser support and 330.00 per hour for administration assistance. Benton Asset Management reserves the right not to charge this fee.
Advice Fee 5% discount of the scheduled fee applies.
Complimentary meeting – One (1) every 12 months after which Additional Service Fees may apply.
Classic Payment Options deduction from investment product or insurance commission where applicable and agreed to.
Broker Fees: 5% discount up to 10 trades per year after which Additional Service Fees may be charged.
Refer also to General Terms and Conditions, Your Commitment and Trading Terms below.
Complimentary Implementation available where an ongoing Adviser Service agreement is entered into.
- Additional Advice Fees may be payable if an ongoing agreement is cancelled within 90 days of the advice implementation being completed.
General Terms and Conditions.
- All agreements are based on your commitment to participate in a full review at least once every 24 months.
- Fees are shown including Goods and Services Tax (GST).
- Adviser Service Fees are either a flat fee, or a percentage based fee based on the value of your Superannuation, Pension and / or Investment account(s). Any costs based on a percentage may vary over time and, as such, the dollar amounts shown should only be used as a guide.
- Unless otherwise agreed to, all payments will be made automatically from your Superannuation, Pension and / or Investment account(s) to Benton Asset Management Pty Ltd. Where agreed to, direct payments are payable in full as specified in your agreement and we reserve the right to charge an administration fee of $30.00 plus GST for each late payment notice issued.
- Unless otherwise specified, insurance commissions replace Gold Classic fees.
- Insurance Commission, where payable, may be paid in addition to any other fees outlined in your agreement.
- Cancellation of our ongoing arrangement must be made in writing, signed by all relevant parties giving no less than 30 days’ notice. We will turn off all adviser fees and disengage as your adviser. Reinstatement of our service is possible at any time by mutual agreement but may be on altered terms.
- All Advice Fees stated allow for an ongoing fee arrangement. Additional Advice Fees may be payable if an ongoing agreement is cancelled within 90 days of a completed advice implementation.
Your Commitment.
- Provide reasonable access in a timely manner to you and your information in order to fulfill our responsibilities and commitment to you, including participating in reviews.
- Except where we obtain information from a Fund Manager or Insurance Provider directly, you are responsible for the quality, completeness, timeliness and accuracy of the information supplied to us to ensure that we can perform the engagement.
Trading Terms.
- 14 days for all direct payment.
- We reserve the right to charge an administration fee of up to 30.00 plus GST for each late payment notice issued.
- Where the direct payment is for a Statement of Advice, 50% of the total fee may be payable before we commence work.
- We may suspend or stop providing services where a debt exceeds 60 days from invoice/due day. We do not accept any responsibility for the consequences of a suspension of the work due to non-payment of accounts.