Current Monthly Net Trail
$
Underlying Runoff Rate
Arrears
Clawback Rate
%
Settlements / Month
$
Existing Trail Commission Rate
%
Existing Upfront Commission Rate
%
New Upfront Commission Rate
Monthly Projections | Jul-19 | Oct-19 | Jan-20 | Apr-20 | Jul-20 | Oct-20 | Jan-21 | Apr-21 | Jul-21 | Oct-21 | Jan-22 | Apr-22 | Jul-22 | Oct-22 |
Forecast Trail | ||||||||||||||
Forecast Upfront | ||||||||||||||
Forecast Clawbacks | ||||||||||||||
Total Revenue |