Fee Amendment Form

FCA Consumer Duty regulations clearly state all fees should be consistent for all customers. However, there is room for adjustments in certain situations but you must be able to provide an adequate justification for such an amendment (amendments should only be offered on rare occasions).

Therefore, any fee amendments must be authorised by compliance before proceeding. Please email compliance@strakerfinancialservices.co.uk to request approval for an amendment, outlining the reason for your request. Thank you for your cooperation in this matter.

Advisors full name *

Case name on SFS CRM *

Applicants full name *

Applicants email *

We at Straker Financial Services always strive to provide our clients with the best possible service tailored to their individual needs. Recognising the diverse financial circumstances of our clientele and the various levels of work required to service a client's particular requirements, there are instances where we find it appropriate to offer an amended fee.

The purpose of this document is to transparently detail any adjustments made to our standard fee structure in line with our commitment to honesty and clear communication. Please review the information below carefully.

Original non-refundable fee of £595 will become payable, when applicable, for each mortgage or secured loan application, split into two payments:

£297.50 payable upon application.

£297.50 payable upon receipt of a mortgage offer from the lender.

The revised fee amount (£) *

Reason for fee amendment *

Please note that once the fee has been paid, it is non-refundable.I, the advisor, attest that the information mentioned above is accurate to the best of my knowledge and has been adjusted in accordance with the best interests of both the firm and the client.

Signature *

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Fee Amendment Form

Fee Amendment Form

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