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Fees and Charges
The complete schedule of fees applicable to each account structure.
Confirmed
Annual Distribution Strategy performance fee: 20% of generated profits, subject to the final signed agreement.
Pending confirmation
Management fee, introductory account fees, compound growth strategy fees, administrative fees, transfer costs, early termination provisions and tax treatment are placeholders pending confirmation.
Complete fees and charges will be provided before any contractual commitment. Fees reduce the client's net return.
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