{"id":13945,"date":"2026-08-19T09:05:25","date_gmt":"2026-08-19T09:05:25","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?page_id=13945"},"modified":"2026-09-01T13:50:05","modified_gmt":"2026-09-01T13:50:05","slug":"how-to-amend-ongoing-charges","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/how-to-amend-ongoing-charges\/","title":{"rendered":"How to: Amend ongoing charges"},"content":{"rendered":"\n<section id=\"hero-block_3c23692ba715fcd433b8607086978db4\" class=\"hero black\">\n\n  \n    <div class=\"slider\" id=\"slider-block_3c23692ba715fcd433b8607086978db4\">\n\n      <div class=\"slider-wrapper\">\n\n        \n        \n          <div class=\"slide\" data-slide-index=\"1\" data-slide-active=\"true\">\n\n            \n\n  <img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1120\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages.png\" class=\"hero-image\" alt=\"row full-width hero\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages.png 1920w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-300x175.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-1024x597.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-768x448.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-1536x896.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-640x373.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/07\/Brand-Color-Backgrounds-for-How-To-Pages-1200x700.png 1200w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/>\n\n<div class=\"grid content body-push center-aligned \">\n\n  <div class=\"content-wrap\">\n\n    <div class=\"wrap-inner\">\n\n      <p class=\"label\">How to:<\/p>\n\n      \n        <h1 class=\"hero-title\">Amend ongoing charges<\/h1>\n\n      \n      \n        <span class=\"hero-content\">\n\n          <p>At Wealthtime (a trading name of Novia Financial plc), we aim to provide a charging structure that\u2019s simple to understand,<br \/>\noffers value and is transparent with no hidden charges.<\/p>\n\n        <\/span>\n\n      \n      \n      \n      \n    <\/div>\n\n    \n  <\/div>\n\n  \n<\/div>\n          <\/div>\n\n          \n                \n      <\/div>\n\n      \n    <\/div>\n\n    \n<\/section>\n\n\n\n\n  <section class=\"page-menu\" id=\"page-menu\">\n\n    <div class=\"nav-wrapper-outer\" id=\"nav-wrapper-outer\">\n\n      <div class=\"body-push row\">\n        \n        <div class=\"nav-wrapper\" id=\"nav-wrapper-inner\">\n          <!-- Menu goes here -->\n          <ul id=\"page-nav\"><\/ul>\n        <\/div>\n\n      <\/div>\n\n    <\/div>\n\n  <\/section>\n\n\n\n\n<section id=\"signposts-block_2e695298e004b7c41c25dddae8c04b8b\" class=\" signposts bg-pattern-1 signpost-bg-transparent\" id=\"signposts-block_2e695298e004b7c41c25dddae8c04b8b\" data-anchor-text=\"Key things to remember\" data-anchor-link=\"key-things-to-remember\">\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Key things to remember<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-3 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Ongoing charges:                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li>Ongoing charge 2% per month decency limit, this can be taken monthly, quarterly or annually.<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Seeing an existing charge:                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li>To see what the existing charge is go to &#8216;View Maintenance&#8217; on Adviser Zone, then &#8216;Amend ongoing charges&#8217; at wrapper level. Then in Report Zone, under &#8216;Reports for business administration&#8217; you should see the document &#8216;Ongoing charge by wrapper&#8217;.<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Details of adviser charges:                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <ul>\n<li>You can find details of adviser charges that have been paid via the Adviser Charges report if you have reporting permissions for Report Zone.<\/li>\n<\/ul>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_a1ceafc33385fa10f4930ddcf7413139\" class=\" signposts light-gray signpost-bg-black\" id=\"signposts-block_a1ceafc33385fa10f4930ddcf7413139\" data-anchor-text=\"Adviser Zone journey\" data-anchor-link=\"adviser-zone-journey\">\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-100-0\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Adviser Zone journey<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>From the Adviser Zone dashboard:<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-1 black\">\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    Select \u2018Go to Investor\u2019                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p style=\"text-align: left;\">OR use the search bar at the top to search for the investor&#8217;s name<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_3be20cfb509f31d5dcc5360615aa1a4e\" class=\" signposts light-gray signpost-bg-black\" id=\"signposts-block_3be20cfb509f31d5dcc5360615aa1a4e\" data-anchor-text=\"Amending ongoing charges\" data-anchor-link=\"amending-ongoing-charges\">\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Amending ongoing charges<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>From the investor page:<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-1 black\">\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    1. Click &#8216;Maintenance&#8217;                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    2. Click &#8216;Amend Ongoing Charges&#8217;                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    3. Input the new percentage charge                \n                <\/h3>\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p>You can only amend a percentage here, if you need to amend a monetary amount please fill in the <a style=\"color: #ffffff; text-decoration: underline;\" href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/wt-adviser-charges\/\" target=\"_blank\" rel=\"noopener noreferrer\">Adviser Charges form<\/a> and send it to us via Secure Email.<\/p>\n                \n                <\/span>\n\n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    4. Read and tick the declaration                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost black \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n                <h3 class=\"subtitle\">\n                    \n                    5. Submit the changes                \n                <\/h3>\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_40d31eb567592f3664e63dbe5ade3adb\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_40d31eb567592f3664e63dbe5ade3adb\" data-anchor-text=\"What happens next\" data-anchor-link=\"what-happens-next\">\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">What happens next<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>Once the changes are saved, this will update immediately.<\/p>\n<ul>\n<li>Ongoing adviser charges are paid monthly by BACs<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t<div class=\"col-2\">\n\n\t\t\t\t\t<div class=\"image\" data-animate-on-scroll='fade-in'>\n\n\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"1200\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/6.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/6.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/6-300x300.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/6-1024x1024.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/6-150x150.png 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/6-768x768.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/6-640x640.png 640w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/>\n\t\t\t\t\t<\/div>\n\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":39,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-13945","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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