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Concept Financial Services Pty
Ltd and Matrix Planning
Solutions Limited receive initial and ongoing payments (fees,
brokerage and commissions) from Clients, Institutions, Fund
Managers and Life Offices whose products we may recommend
and are accepted by
our Clients. All fees, brokerage and commissions are fully
detailed to Clients and agreed upon before recommended programmes are established.
Income received by Concept
represents the time, effort and degree of service
you have elected to receive from our Company. Clients may
select their preferred method of paying for advice.
Our Financial Advisers receive
salaries from Concept. Also, they may receive additional
income related to the business results achieved by Concept and their
contributions to this result.
We believe our Clients need to
make informed financial decisions about their programmes and they must have a clear
understanding of our fees and commission details. We
advise this
information verbally and in writing. |
