After the migration to Saxo Bank and SaxoPartnerConnect, there is a new process for booking IAM fees such as:
- Management Fee
- Administration fee
- Advisory Fees
- Performance Fee
Please use the fee booking request template to book one or more of the above fees from your end-client account to your firm’s account in Saxo Bank.
Guidelines for the booking request template
- All columns in grey are blocked so you cannot add any values/text
- All columns in yellow should be filled out:
- Some columns have a drop down that you can choose from
- Other columns have a small note with more information.
How to send booking requests to Saxo Bank
Please create a case via case management in SaxoPartnerConnect under 'Client Level à Payment Services’ and attach your form and click ‘Submit’.