| Does the transaction value that commissions are paid on include VAT / sales tax? |  |  | |
| Does the transaction value that commissions are paid on include delivery charges? | | | |
| Does the transaction value that commissions are paid on include credit card fees? | | | |
| Does the transaction value that commissions are paid on include gift wrapping or other service charges? | | | |
| Are commissions not paid out on some products or product categories? |  |  | Commission is only paid when a new customer invests in a Fidelity SIPP or they transfer their SIPP over to Fidelity. |
| What reasons are commissions declined? |
| Order cancelled | | | |
| Item was returned | | | |
| Customer failed credit check | | | |
| Breach of programme terms and conditions | | | If the customer is not a new/returning customer i.e. a Buy Top Up customer (topping up their investment). For cashback: if the customer has not invested the min. amount or has not remained invested for a min. of 3 months. |
| Duplicate order | | | In the case of duplicate sales, commission will only be paid on one of the validated sales. |
| Item was out of stock | | | |
| Other | | | |
