Commission and fee statements important information | RL360 Adviser

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dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

Important information for advisers who receive commission and fee statements from us

We are at the beginning of the process of moving your access to these statements completely online.

Later this year we will begin producing a weekly data download file (CSV format) on the RL360 Online Service Centre (OSC) containing all of the information you currently receive on your statements. This file will be accessible from 12 noon (GMT) on the day your statements currently become available and you will then have access to them whenever you want.*


This means you will have rapid access to your statements and you will also be able to upload the data from the CSV file to your own system.


For network agencies, all network head users will be granted access to CSV statements automatically.


For standalone agencies, all master users will be granted access to CSV statements automatically.


If you’re not already signed up to the OSC with the correct permissions, it is therefore important for you to sign up in the very near future.


For now, as well as having access to the CSV, you will continue to receive your emailed/posted statements as usual. However, in early 2020, we will be making the commission statements available on the OSC only. We will no longer email/post this statement to you. Fee statements will continue to be emailed/posted until these are also published on the OSC later in 2020.


We will send out further information and reminders about the next stages in this process as they approach.


If you would like to stop receiving your emailed statements once the CSV version becomes available, please contact


The OSC is safe and secure and offers 24/7 access. Network head users and master users (as described above) can tailor the level of access others in their organisation can have. This includes whether or not to grant access to the CSV files to other users.


Sign up to the OSC here.


*Some of our older legacy products are not available through this system and you will continue to receive statements as you do currently for these products.