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How are fees collected for HL Portfolio+?

If you owe money which we cannot collect from the account in which you hold the portfolio, before we rebalance your portfolio, we reserve the right to collect any outstanding fees from that account before rebalancing the portfolio.

If you owe money which cannot be collected from your account in which you hold the portfolio, before we rebalance, and the amount of money which you owe us is higher than the value of the portfolio, we will rebalance the portfolio and then contact you to collect the fees.

If we cannot collect the fees after we have contacted you, we reserve the right to sell the portfolio in order to collect the money owed to us.

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