Fee Schedule - Insurance Trust Services
On Engagement
|
1) < NZD 1.0m |
$750 |
Inception |
|
|
$600 |
Per Annum |
|
|
$2,500 |
Pay-out |
|
|
|
|
|
2) NZD 1m – 5m |
$1,000 |
Inception |
|
|
$1,100 |
Per Annum |
|
|
$4,000 |
Pay-out |
|
|
|
|
|
3) >NZD 5.0m |
$1,500 |
Inception |
|
|
$2,100 |
Per Annum |
|
|
$6,000 |
Pay-out |
KYC Checks
- $100 Fee to cover KYC checks for all parties on engagement.
- Subsequent AML checks if required will be invoiced individually at $10 per check.
Notes:
- Fees are based on the value of the insurance policy death benefit pay out.
- All prices are quoted in NZ$ unless stated otherwise and are + GST.
- Bespoke will be extra, charged at $500ph + GST.
- Prices quoted are for standard only.
- Excludes any legal costs associated with Disputes between parties.