Body
Required
-
The model type the charge split is being added to. Valid options are: client, plan, charge
-
The model UUID belonging to the splitable_type the charge split is being added to
-
The account UUID of who will be receiving this charge split
-
The charge split schema that defines the parameters of this charge split
-
Percentage of charge that the introducer will receive. Must be within the provided charge split schema min and max percentage bounds
-
Whether the account will receive FCI recognition for this charge split. Provided charge split schema must allow option to be changed
-
Whether this charge split will be applied to initial charges. Provided charge split schema must allow option to be changed
-
Whether this charge split will be applied to ongoing charges. Provided charge split schema must allow option to be changed
-
When adding a charge split against a client, you can choose whether to automatically apply to the client's plans too. Must be null or false for a plan splitable_type
POST
/api/v1/charge-split
curl \
--request POST 'https://api.plannrcrm.com/api/v1/charge-split' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"splitable_type":"plan","splitable_uuid":"ea404c84-1412-44bf-89d0-a2b65f4b693d","account_uuid":"bca9dc94-f96f-493d-8eb0-cba2bc959fa1","charge_split_schema_uuid":"02452e75-1639-41b0-82fe-aadda21a350d","percentage":12.5,"transfer_fci":true,"initial":true,"ongoing":true,"apply_to_plans":true}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"splitable_type": "plan",
"splitable_uuid": "ea404c84-1412-44bf-89d0-a2b65f4b693d",
"account_uuid": "bca9dc94-f96f-493d-8eb0-cba2bc959fa1",
"charge_split_schema_uuid": "02452e75-1639-41b0-82fe-aadda21a350d",
"percentage": 12.5,
"transfer_fci": true,
"initial": true,
"ongoing": true,
"apply_to_plans": true
}
Response examples (201)
{
"uuid": "a5adfb15-dcc3-41e6-a06d-a6772ad8cd1f",
"account": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "3c4beab3-7dfb-49cc-87c2-90a4e54a9015",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-07-17T16:23:25+01:00",
"first_name": "Gareth",
"updated_at": "2025-07-17T16:23:25+01:00",
"with_login": true,
"inactive_at": "2025-07-17",
"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": "2025-07-17T16:23:25+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-07-17T16:23:25+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": "2025-07-17T16:23:25+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-07-17T16:23:25+01:00"
},
"initial": "example",
"ongoing": "example",
"splitable": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "e6127883-6704-4369-b74e-3fc907499f60",
"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": "2025-07-17T16:23:25+01:00",
"valued_at": "2025-07-17T16:23:25+01:00",
"created_at": "2025-07-17T16:23:25+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-07-17T16:23:25+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-07-17T16:23:25+01:00",
"review_date": "2024-07-17",
"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": "2025-07-16T16:23:25+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": "2024-07-17",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
},
"created_at": "2025-07-17T16:23:25+01:00",
"percentage": 12.5,
"updated_at": "2025-07-17T16:23:25+01:00",
"transfer_fci": "example",
"apply_to_plans": true,
"splitable_type": "plan",
"charge_split_schema": {
"name": "Basic Introducer Rate",
"uuid": "8cd01f89-72ba-409f-92e1-d52fb04199f6",
"created_at": "2025-07-17T16:23:25+01:00",
"updated_at": "2025-07-17T16:23:25+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
}