Generally, your consent must be obtained before any adviser services fees can be deducted from your account.
Once your adviser submits a request for your consent to adviser service fees, you will receive an email from Macquarie to your registered email address asking you to confirm the request.
You can vary or withdraw your consent at any time by letting your adviser know in writing or by emailing us:
How to accept the emailed Advice Fee Deduction Consent form
An example of the email you will recieve is shown below:
You'll need to select the Review fees and services button to review the details. Upon selecting this button you’ll be taken to a login page where you will be able to log in using personal information registered with Macquarie.
Once logged in, you will be asked to view the advice fee deduction consent document and accept the terms and conditions.
It’s essential you view the Advice Fee Deduction Consent form before accepting the terms and conditions. You can view the fom by clicking the “View Advice Fee Deduction Consent” link on the page. Please note, you won’t be able to approve and submit your consent until you’ve viewed the Advice Fee Deduction Consent form.
To view the Advice Fee Deduction Consent form you can download the form by selecting the “View Advice Fee Deduction Consent” hyperlink. Once downloaded you will be able to open the PDF.
Once reviewed, select “Approve and submit your consent” if you’re happy to proceed with the adviser service fee arrangement the document has set out. If you have any questions or would like to confirm any details with your adviser, you can select “Save request for later” which will allow you to return to the document at a later time.
If you do not agree with the adviser service fee arrangement the document has outlined or the terms and conditions laid out, you can decline the request by selecting “Decline request for consent”.