| Band | Banking | Retention |
| 1 | £0 – £75k | 17.50% |
| 2 | £75k – £150k | 15% |
| 3 | £150k – £250k | 12% |
| 4 | £250k – £500k | 10% |
| 5 | Over £500k | Bespoke Rates Available |
Monthly Costs:
- Selling Business Principal – £200 per month
- Non-selling Business Principal – £100 per month
This includes access to OMS, one complimentary admin license, and all system licences.
- Additional advisers:
- Mortgage advisor – £100 per month each
- Protection only advisor – £75 per month each
- Per additional admin after 1 free licence – £50 per month each
All costs include PI cover, FCA fees, network support, and more.