Note: For our advisory customer, we request them to add a mandate for paying their quarterly advisory fee to Wealth Trust. Although automated, this transaction also will not take place unless the customer gives consent for payment after receiving the quarterly invoice. This ensures smooth payment without the hassle of customer transferring the fee manually to us every quarter.
Note: For our advisory customer, we request them to add a mandate for paying their quarterly advisory fee to Wealth Trust. Although automated, this transaction also will not take place unless the customer gives consent for payment after receiving the quarterly invoice. This ensures smooth payment without the hassle of customer transferring the fee manually to us every quarter.