I'm going to raise that subject again - Adviser charging statements and Mifid2

ruthiebusybee

Hi All

Now that we've all done a few cycles of these and learnt a bit on the way, has anyone found a relatively simple process that they wouldn't mind sharing for gathering and collating all the information?

The inconsistencies between providers is still causing a few headaches, and how to marry this up to make sense to clients but also keep it as simple as we can for us.

I spoke with an industry friend, and they seemed to be compiling a sheet of their own charges and literally stapling the provider statements behind........ We're endeavouring to compile it all into one table, in the spirit of the task, but it's currently rather time consuming.

Thanks!