Fees and Compensation — Form ADV Part 2A (4/30/2026)
[Brochure]
Item 5: Fees and Compensation
Fiera UK is generally paid a fee equal to a specified percentage of the assets of a client’s portfolio. Fiera UK
additionally receives a performance fee from some, but not all clients. Clients may also bear reasonable ad-
hoc expenses. Fees and expenses are agreed with each client and vary between clients.
Fiera UK may appoint sub-distributors for the purpose of introducing potential investors into funds managed
by the FCC group, via a contract which defines a fee rebate payable to the sub-distributor or the investor, as
applicable.
Fiera UK charges only investment management fees and, where relevant, performance fees.
Client fees and expenses are charged as set out in the relevant investment management agreement or
offering memorandum.
Clients are not required to pay fees in advance.
As disclosed in Item 14, distribution professionals are compensated through a combination of base salaries
and discretionary bonuses linked to the individual’s achievement against key performance indicators and
Fiera’s overall growth and profitability targets. Please refer to Item 14 for more information.
Account Minimums and Types of Clients — Form ADV Part 2A (4/30/2026)
[Brochure]
Item 7: Types of Clients
Fiera UK provides investment advisory and investment management services to or for pooled investment
vehicles. This includes through investment management agreements with other investment advisers and
managers, which may include pension/profit sharing plan clients (but not the plan participants).
Fiera UK does not provide advice or other services directly to retail investors, though its institutional clients
may deal directly with retail investors and managed funds may have share classes appropriate for retail
investors.