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How are we paid?

Under new regulations that came into force on 31st December 2012 all payments to advisers must be either directly by fee or indirectly by fee from the product without any influence from the product providers. This new system is referred to by the regulator as ‘adviser charging’.

On receiving an enquiry, we look to arrange a convenient time to meet either at your place of work or at our offices. The purpose of this meeting is firstly to establish whether we are able to assist your needs and objectives and secondly to discuss the range of services we provide. Generally, there is no charge for this initial meeting.

Once we have identified your objectives and assessed the work involved we will be in a position to provide details of the fees we would charge should you wish to proceed. Fees can either be a fixed amount or percentage for a specific undertaking, or based on time spent and evaluated at a rate per hour.

The level of fees that Rogate Capital levy will be a matter of discussion and agreement, and no charges or fees will be made without prior agreement in writing.

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