Create a charge split schema

POST /api/v1/charge-split-schema

Headers

application/json

Body Required

name string Required

Introducer split name
min_percentage number Required

Minimum percentage of overall charge introducer can be entitled to
max_percentage number Required

Maximum percentage of overall charge introducer can be entitled to
default_percentage number Required

Default percentage of overall charge introducer can be entitled to. Must be between minimum and maximum
percentage_paid_by_firm number Required

Percentage of the introducer's cut of the expected amount to be paid by the firm
percentage_paid_by_adviser number Required

Percentage of the introducer's cut of the expected amount to be paid by the selling adviser
can_change_transfer_fci boolean Required

Whether the value for FCI contributions can be changed. Will only apply to advisers
default_transfer_fci boolean Required

Default value to whether the introducer will be recognised for FCI contributions. Will only apply to advisers
can_change_initial boolean Required

Whether the value for initial charges can be changed
default_initial boolean Required

Default value to whether this charge split schema will be applied to initial charges
can_change_ongoing boolean Required

Whether the value for ongoing charges can be changed
default_ongoing boolean Required

Default value to whether this charge split schema will be applied to ongoing charges
valid_for_advisers boolean Required

Whether this charge split schema can be applied for adviser accounts
valid_for_clients boolean Required

Whether this charge split schema can be applied for client accounts
valid_for_introducers boolean Required

Whether this charge split schema can be applied for introducer accounts
visible_to_advisers boolean Required

Whether this charge split schema is visible to advisers to use

Responses

201 application/json
Hide response attributes Show response attributes object
- uuid string
  
  The UUID of the resource.
- created_at string
  
  The timestamp of when the resource was created.
- updated_at string
  
  The timestamp of when the resource was updated.
- name string
  
  Introducer split name
- min_percentage integer
  
  Minimum percentage of overall charge introducer can be entitled to
- max_percentage integer
  
  Maximum percentage of overall charge introducer can be entitled to
- default_percentage integer
  
  Default percentage of overall charge introducer can be entitled to. Must be between minimum and maximum
- percentage_paid_by_firm integer
  
  Percentage of the introducer's cut of the expected amount to be paid by the firm
- percentage_paid_by_adviser integer
  
  Percentage of the introducer's cut of the expected amount to be paid by the selling adviser
- can_change_transfer_fci boolean
  
  Whether the value for FCI contributions can be changed. Will only apply to advisers
- default_transfer_fci boolean
  
  Default value to whether the introducer will be recognised for FCI contributions. Will only apply to advisers
- can_change_initial boolean
  
  Whether the value for initial charges can be changed
- default_initial boolean
  
  Default value to whether this charge split schema will be applied to initial charges
- can_change_ongoing boolean
  
  Whether the value for ongoing charges can be changed
- default_ongoing boolean
  
  Default value to whether this charge split schema will be applied to ongoing charges
- valid_for_advisers boolean
  
  Whether this charge split schema can be applied for adviser accounts
- valid_for_clients boolean
  
  Whether this charge split schema can be applied for client accounts
- valid_for_introducers boolean
  
  Whether this charge split schema can be applied for introducer accounts
- visible_to_advisers boolean
  
  Whether this charge split schema is visible to advisers to use

POST /api/v1/charge-split-schema

curl \
 -X POST https://api.plannrcrm.com/api/v1/charge-split-schema \
 -H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 -H "Content-Type: application/json" \
 -H "Accept: application/json" \
 -H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 -d '{"name":"Basic Introducer Rate","min_percentage":10.0,"max_percentage":20.0,"default_percentage":15.0,"percentage_paid_by_firm":25.0,"percentage_paid_by_adviser":75.0,"can_change_transfer_fci":true,"default_transfer_fci":true,"can_change_initial":true,"default_initial":true,"can_change_ongoing":true,"default_ongoing":true,"valid_for_advisers":true,"valid_for_clients":true,"valid_for_introducers":true,"visible_to_advisers":true}'

Request examples

# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Basic Introducer Rate",
  "min_percentage": 10.0,
  "max_percentage": 20.0,
  "default_percentage": 15.0,
  "percentage_paid_by_firm": 25.0,
  "percentage_paid_by_adviser": 75.0,
  "can_change_transfer_fci": true,
  "default_transfer_fci": true,
  "can_change_initial": true,
  "default_initial": true,
  "can_change_ongoing": true,
  "default_ongoing": true,
  "valid_for_advisers": true,
  "valid_for_clients": true,
  "valid_for_introducers": true,
  "visible_to_advisers": true
}

Response examples (201)

{
  "name": "Basic Introducer Rate",
  "uuid": "6bdb5ca9-9143-43d3-ac1c-50a9738da2a4",
  "created_at": "2024-11-20T13:24:04+00:00",
  "updated_at": "2024-11-20T13:24:04+00:00",
  "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
}