Create fee plans for a master account

Learn how to create default and non-default fee plans for copy-trading, MAM, or PAMM master accounts, specifying the fees and payment periods applied to subscriptions

You can create default and non-default fee plans for your clients' master accounts in the Back Office.

A fee plan indicates fees and periods when investors subscribed to a master account are charged those fees.

The default fee plan is displayed to investors when subscribing to a master account in the Web UI. To create subscriptions, they should accept the plan.

When a subscription is created in the Back Office, the default fee plan is applied to the subscription automatically.

Apart from the default fee plan, it is possible to create one or more non-default plans for a master account. For example, a discounted fee plan, which a master account’s owner can offer to potential investors as part of a promo offer, should be created as a non-default plan.

Create a fee plan as follows:

1

Go to Investment Platform and expand the required platform instance.

2

For copy-trading master accounts, go to B2COPY > Masters. For MAM master accounts, go to Mam > Masters. For PAMM master accounts, go to Pamm > Masters.

3

Select the master account, and click Edit.

4

On the Edit account page, go to the Fee Plan tab.

5

To add a new fee plan for the master account, click +Create.

6

In the Create Fee Plan popup, fill in the following fields:

• Enter rates for each fee that you want to include in the default fee plan and select payment intervals for the fees that are paid periodically in the Period dropdowns.

Fee rates can be specified as decimal values. Use a dot . as a decimal separator.

To learn more about the available fees that can be included in the fee plan, refer to the Fee list.

• In the Is Default dropdown select:

  • Default – to create the default fee plan for the master account.

  • Not Default – to create a non-default fee plan.

Create the default fee plan

7

Click Save to create the fee plan.

The created fee plan is assigned an identifier and displayed in the list of plans created for the master account on the Fee Plan tab.