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• Manage Change

How Can We Help?

• Manage change
• Do more with less
• Prepare for new regulations
• Review fees
• Implement systems
• Improve tax processes

Review Fees

With the complexity of fee schedules, regular modifications of fee rates and levels, and shorter deadlines for claiming rebates, managing clearing fees, exchange fees and brokerage claims presents a challenge to many Futures Commission Merchants (FCMs). You need to:

• Understand and reduce unnecessary spend
• Keep up-to-date with regular modifications of fee rates and levels
• Act within reduced time windows to recapture fee adjustments

This is particularly challenging if you, like many other FCMs, split the creation and maintenance of account data input among different departments, locations and offices.

The fee and commission review practice area can give you control of this process by:

• Analyzing clearing and exchange payments to identify errors
• Developing internal control processes to support communication between departments and avoid future errors
• Setting up timely reviews to help ensure that rebates can be claimed before the look-back window expires

Click here to request more information about how this practice area can help you.