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

  1. $100 Fee to cover KYC checks for all parties on engagement.
  2. Subsequent AML checks if required will be invoiced individually at $10 per check.

 

Notes:

  1. Fees are based on the value of the insurance policy death benefit pay out:
  2. All prices are quoted in NZ$ unless stated otherwise and are + GST.
  3. Bespoke will be extra, charged at $500ph + GST.
  4. Prices quoted are for standard only.
  5. Excludes any legal costs associated with Disputes between parties.