Client information
Commission Disclosure
DRAFT / MOCK-UP: Replace all bracketed information and obtain compliance approval before public use.
How Holkate may be paid
Holkate may receive commission from product providers, charge fees to clients, or use a combination of both, depending on the service and arrangement.
Specific disclosure
[INSERT FEES / COMMISSION WORDING]. Add links to the firms approved commission summary document and provide product-specific disclosure to each client before they proceed.
Third-party payments
Insert the approved explanation of any non-monetary benefits, referral arrangements and measures used to manage conflicts of interest.