This should be your full name
The CMYK acronym stands for Cyan, Magenta, Yellow, and Black. These four colours are used in the printing process. When creating a product on Smart Hub, these values can be added to customise your marketing material. To view a colour as CMYK breakdown please follow this link.
Please supply up to 700 characters that describe your business, how long you have been established, the experience/qualifications held etc.
Please supply up to 1250 characters that describe the people in your business. Click here for guidance on what to say and what not to say (for approval purposes)
Pick from one of the pre-approved “What We Do” text options, or write your own
If you charge 0.75% or less, an invitation to a review is not mandatory.
A financial planning report or summary, as appropriate, including portfolio updates and valuations
Must not exceed £300
Must not exceed £150
If you operate a tiered charging structure, please enter the details based on the example below (these should be entered on separate lines)
You cannot specify a minimum amount.Please note, the fee you charge for Advice and Implementation must not exceed 5% of the sum invested.If you charge a flat fee please enter as x% of the sum invested. This must be a single figure not a range.
Simply add the figure (don’t include the % sign as this will appear automatically)
This must not exceed 50%. Simply add the figure (do not include the % sign) and this will automatically appear as 'An amount equal to x% of the first 12 months contribution'.