Pay Fees

When you run the ‘Pay Fees’ process under Fee Management, all outstanding fees which have not been instructed for payment are checked to see if they can be paid, and a payment instruction is added if so. A fee which is not payable when you run this process it will be ignored. If you run the Pay Fees process regularly (e.g. daily or once a week) then any older fees which were not payable previously but have become payable will be included in the next payment instruction.

 

 

The fee payment breakdowns can be downloaded here for unpaid fees: https://platform.titanwealthsolutions.com/manage/fees, and here for paid fees: https://platform.titanwealthsolutions.com/manage/fees/paid.

 

The IFA or DFM users can also download a remuneration statement for the clients that they have access to under Fees > Remuneration Statements (https://platform.titanwealthsolutions.com/fees/statements), which contains the same details as the fee payment breakdown.

 

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