BusyIFA

Fees

 

IFAs set up an account with busyIFA whereby they top-up the funds each month and the work undertaken is simply invoiced to the IFA and taken off their account. This makes the process far smoother when requesting the work.

 

We pride ourselves on transparency which is why we fully disclose our charges on our website and can offer the most competitive service costs compared to our competitors.

 

At busyIFA we value the IFA as the client.

 

Below is a schedule of the costs. You can request Research only or a Suitability Report only or both Research and the Suitability Report if you desire. 

 

 

 Suitability Reports

General Insurance £50.00
Life Cover, Critical Illness, Whole of Life, Income Protection £50.00
Critical Illness Replacement £65.00
Mortgages £65.00
Pension (lump sum or regular) £80.00
Pension Transfer * £100.00
Drawdown * £80.00
SIPP * £80.00
Annuities £65.00
Investment Bonds £65.00
ISA, Unit Trusts and other collective investments £65.00
Structured Products £65.00
Equity Release £65.00
Long Term Care £65.00
Inheritance Tax Planning Schemes (trusts) £120.00
Other Products ** Variable

 

 

Research, illustrations and application documents.

Pension (lump sum or regular) £80.00
Pension transfer*

£100.00

Drawdown* £80.00
SIPP* £80.00
Annuities £65.00
Investment Bonds £65.00
ISA, Unit Trusts, and other collective investments £65.00
Structured Products £65.00
Equity Release £65.00
Long Term Care £65.00
Inheritance Tax Planning Schemes (trusts) £120.00
Fund Research £100.00
Other Products ** Variable


* For every additional ceding scheme there is a £10 fee
** You will always be informed of costs before being charged  

 

 

If you have any questions please visit our website at www.busyIFA.com or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it with your enquiry or telephone 01732 897557. We will be happy to assist you.
 

 
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Tel :

01732 897557
Email : admin@busyIFA.com

busyIFA is a subsidiary of WHY Associates Ltd.       Company registered number: 7812014.       Registered address: WHY Associates Ltd, PO Box 425, Kent, ME6 9GR