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In black taskbar at top of screen click on “Back Office” and then “Levies”.
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Click on “Create new levy”.
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In Title box, type in ‘Certus Trust - [whatever relevant Adviser Business name is]’.
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Type in any notes you wish to add in the “Description” box
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Under “Levy Type” select “Organisation”.
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You can leave “Channel Category” as “All”, or you can choose the channel.
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In “Levy excl. GST” box type in the amount the Adviser Business wishes to pay per semi-month.
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Ensure “Active” box is ticked.
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Click on “Save levy” button at bottom left of screen.
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In black taskbar at top of screen click on “Back Office” and then “Organisations”.
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Next to relevant Adviser Business, click on “Edit”.
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From menu on left-hand side, click on “Organisation Levies”.
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Tick box next to relevant Levy.
- Click on “Save” button at bottom left of screen.