GET
/api/v1/charge-split/{splitableType}/{splitableUuid}
curl \
--request GET 'https://api.plannrcrm.com/api/v1/charge-split/architecto/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"uuid": "172ef2df-1603-457d-bf19-1f12d460a7fc",
"account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "ec3cd86f-e6db-49fd-b825-930702d45b04",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-06-25T15:10:47+01:00",
"first_name": "Gareth",
"updated_at": "2025-06-25T15:10:47+01:00",
"with_login": true,
"inactive_at": "2025-06-25",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-06-25T15:10:47+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-06-25T15:10:47+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-06-25T15:10:47+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-06-25T15:10:47+01:00"
},
"initial": "example",
"ongoing": "example",
"splitable": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "c5ac41e4-9c75-4266-b603-c20c7aa98827",
"wrap": "App\\Http\\Resources\\Plans\\PlanResource",
"cases": "App\\Http\\Resources\\CasesResource",
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"claims": "App\\Http\\Resources\\Plans\\ClaimResource",
"client": "App\\Http\\Resources\\AccountResource",
"covers": "App\\Http\\Resources\\Plans\\CoverResource",
"seller": "App\\Http\\Resources\\AccountResource",
"status": "inactive",
"accounts": "App\\Http\\Resources\\AccountResource",
"on_panel": true,
"provider": "App\\Http\\Resources\\Plans\\ProviderResource",
"sub_type": "lifetime isa",
"opened_at": "2025-06-25T15:10:47+01:00",
"valued_at": "2025-06-25T15:10:47+01:00",
"created_at": "2025-06-25T15:10:47+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-06-25T15:10:47+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-06-25T15:10:47+01:00",
"review_date": "2024-06-25",
"linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
"main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
"sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
"under_advice": true,
"abstract_type": "asset",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"is_wrap_child": false,
"linked_owners": "App\\Http\\Resources\\AccountResource",
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
"can_be_deleted": "false",
"total_benefits": {
"critical_illness": {
"amount": {
"example": "15000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£150,000.00",
"description": "Money amount formatted with currency"
}
},
"family_income_benefit": {
"amount": {
"example": "10000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£100,000.00",
"description": "Money amount formatted with currency"
}
}
},
"inactive_reason": "claimed",
"is_group_scheme": false,
"is_wrap_product": false,
"latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
"original_valued_at": "2025-06-24T15:10:47+01:00",
"proposal_reference": "AB123456",
"agency_in_your_name": true,
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"is_sub_group_scheme": false,
"total_benefit_amount": {
"amount": {
"example": "25000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£250,000.00",
"description": "Money amount formatted with currency"
}
},
"is_group_scheme_member": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2024-06-25",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
},
"created_at": "2025-06-25T15:10:47+01:00",
"percentage": 12.5,
"updated_at": "2025-06-25T15:10:47+01:00",
"transfer_fci": "example",
"apply_to_plans": true,
"splitable_type": "plan",
"charge_split_schema": {
"name": "Basic Introducer Rate",
"uuid": "c29791bb-9e0b-4bd4-8ffa-78e94df45e6d",
"created_at": "2025-06-25T15:10:47+01:00",
"updated_at": "2025-06-25T15:10:47+01:00",
"max_percentage": 20,
"min_percentage": 10,
"default_initial": true,
"default_ongoing": true,
"valid_for_clients": true,
"can_change_initial": true,
"can_change_ongoing": true,
"default_percentage": 15,
"valid_for_advisers": true,
"visible_to_advisers": true,
"default_transfer_fci": true,
"valid_for_introducers": true,
"can_change_transfer_fci": true,
"percentage_paid_by_firm": 25,
"percentage_paid_by_adviser": 75
},
"percentage_paid_by_firm": 0,
"percentage_paid_by_adviser": 100
}
]
}