Did you know that, if you have an investment portfolio, chances are you’re incurring annual trailing commissions on some, or all of your investments? It’s true. Here at iRefund, we know first hand that many of our clients are shocked when they first discover that most of their reserves have yearly charges, known as “trails” associated with them. And it’s not just the investments that are racking up these fees; insurance policies, home loans, and even superannuation products often include these trailing fees.
Fortunately, when it comes to trailing fees, investors do have options. At iRefund, our team of professional advisers make it their top priority to partner with our clients to ensure they are aware of any commission rebates they might be eligible for. From mortgage refunds and beyond, iRefund can help you keep a steady focus on any commission rebate possibilities in your portfolio to ensure you protect your assets and keep your money right where it belongs – in your wallet!
What You Need To Know About The Commission Rebate Process
Feeling a little sceptical about the possibility of receiving a commission rebate? You’re not alone. At first, many of our clients feel that commission rebates sound too good to be true. However, make no mistake, commission rebates are a valid and legitimate entity. In the past six years alone, one leading commission rebate specialist assisted with the reimbursement of over $1 million to investors just like yourself.
In fact, research shows that the average investor is often eligible for over $1,700 annually. Most importantly, these commission rebates often don’t require heavy lifting (aka exorbitant paperwork!) on the part of the investor. iRefund can help you follow proper protocol to get your commission rebates back as quickly and painlessly as possible. It really is that simple.
Some Simple Facts About Your Trailing Fees
Still not sure if chasing your commission rebates is worth your time? Consider the following:
Trailing fees are based on a specific percentage of an investment’s overall value. The greater the worth of your portfolio, the greater the total charges you may be paying to third party advisors and investment firms. As a general rule of thumb, insurance policies tack on a whopping 10-30% trailing fee to your policy provider every time you pay your premium. Additionally, other funds and investment often falls in the 0.4%-1.2% range. That means that if you hold a diversified portfolio, you could be getting slammed with fees across the board that can add up to thousands of dollars every single year.
However, working with iRefund to look into your commission rebate eligibility is free. Our commission collection and refund capabilities are a no-cost service – you pay nothing for enlisting our help. In short, we don’t get paid unless you do!
Additionally, we firmly believe in giving our partners back what they’ve rightfully earned. That’s why, once we have helped you secure your commission rebates, iRefund has a cap on our total retaining fees. Unlike investment firms that tack on fees and charges based on an overall value percentage, iRefund caps our refund fees at $395 per refund account, or 50% of the first $790 retained. There could literally be thousands of your dollars simply waiting to be claimed. Partner with iRefund today to help fully protect the assets you’ve worked so hard to obtain!