The family discount is a feature of the Grow Wrap and Voyage products. It allows grouped accounts to benefit from a 20% discount on the administration fee of each individual account.
If two or more existing accounts are grouped, a 20% discount is applied to each tier of the administration fees for each account (Relationship Discount). Where accounts are grouped, the minimum monthly fee will still be applicable on each account.
Accounts in Voyage cannot be grouped with accounts in Grow Wrap and vice-versa.
Please note if you want to group for family discount and reporting purposes, you can do this via a grouping form available at Adviser Tools.
Learn more about fees and view the offer documents for Grow Wrap and Voyage.