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Changes to initial adviser charges

17 Mar 2020

At Octopus we’re doing everything we can to support advisers during the ongoing situation.

We know that for some firms, cash will be tight. That’s why we’re switching to paying initial adviser charges on a daily basis, rather than every Friday.

For the Octopus Inheritance Tax Service, the Octopus AIM Inheritance Tax Service and the Octopus AIM Inheritance Tax ISA, you will receive initial adviser charges the next working day after we get cleared funds.

For VCTs, we will pay adviser charging as close to the allotment date as we can. You can find allotment dates on our product pages.

Get in touch

If you need more information on our adviser charges or would like to speak to us about the ongoing situation please give us a call on 0800 316 2067.


operational update