Is Trail Rebate available with CPA?
Trail rebate cannot be set up at product level, but can be set up at client level. You will be able to request that all or a percentage of the trail commission earned on a client’s pension is rebated into the trading account. This facility cannot be applied to the pension in isolation and will apply to all of the products containing collectives that the client holds on the platform. For other products the trail commission will be rebated to the Platform Cash Account. To set up a client for trail rebate you will need to complete the Intermediary Remuneration and Trail Rebate Application Form. This is available in the Document Centre. Trail rebate payments will not be invested by Standing Investment Instructions.
