This website is for investment professionals only.
You are about to access the Suffolk Life website for investment professionals and financial advisers. This website should not be relied upon by private customers or any other persons.
If you are not an investment professional or financial adviser please click here to return to the customer website.
We will pay any agreed initial adviser fees by BACS. Please give your firm's bank account details on the relevant application form or fee authority form. We must have the investor's authority before we can pay any adviser charges.
If you require ongoing remuneration, you will need to produce an invoice and we must have the investor's authority to pay it.
For your convenience you can use this adviser remuneration template when submitting an invoice to Suffolk Life in respect of ongoing fees – please print on headed paper, ensuring the correct VAT is calculated depending on your circumstances.
If we have the correct authority from the investor, and the account has sufficient funds, the invoice will normally be settled within 10 working days.
Invoices can be sent by post or email, and you should confirm with your accountant whether each invoice you send is subject to VAT - we cannot advise you on this matter.
We pay invoices on a quarterly, bi-annual and annual basis.
If you have any queries, please contact our Adviser Invoices team on 01473 296 964.