Refer a new client to us and we’ll say “thank you” by reducing your fund’s administration fee by 10% for the next year
Our fees are already extremely competitive, but if you’d like to save even more, simply refer a friend, relative or colleague to us and we’ll reduce your next year’s administration fee by 10%.
Have more than one person to refer? That’s great. Let us know and we’ll increase the ‘Thank You’ accordingly!
A few conditions apply – but not many!
The referral must engage us to act as the administrator for their fund.
The reduction is for the administration fee only; not the independent auditor or actuarial fee that may be incurred.
