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Quilter offers bonus for moving assets onto 'matrix'

Quilter offers bonus for moving assets onto โ€˜matrixโ€™ By Daniela Esnerova 7 th January 2021 7:00 am Quilter offered an adviser joining the firm a bonus to move client assets onto its approved panel of products, court documents show. During a dispute between a departing planner and the vertically-integrated wealth manager, evidence was provided that shows that Quilter offered a bonus estimated to amount to ยฃ5,000 in a year for moving clients to products on Quilter...
United Kingdom Emma Falconer Carrie Payne High Court Score Investment Quilter Private Client Advisers

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