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The latest paragraphs for you to consider including in your Terms & Conditions.

Text for Terms & Conditions

T's & C's: Onboarding and Administrative Fees

Change date
18/02/2026
Word count
141
Deployment measure
7/10
Rationale

By incorporating this language, firms transparently pass on the costs of essential AML compliance and complex financial vetting directly to the client. This helps the firm remain regulatory-compliant while protecting your profit margins from the overhead of mandatory ongoing monitoring.

We will charge a non-refundable Onboarding Fee of £[xxx] plus VAT. This fee contributes to the administrative costs of opening your file, performing initial Client …

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