Try this:
Formula:
=IFERROR(INDEX('DROP CLIENT FCI HERE'!P:P,SMALL(IF(ISNUMBER(MATCH('DROP CLIENT FCI HERE'!L$2:L$10000,{"Initial Fee","Initial Commission"},0)),IF('DROP CLIENT FCI HERE'!T$2:T$10000=A$26,IF(MONTH('DROP CLIENT FCI HERE'!N$2:N$10000)=MONTH(TODAY()),ROW('DROP CLIENT FCI HERE'!T$2:T$10000)))),ROWS(B$27:B27))),"")
If it doesn't work please upload as small of a sample file as possible so that we can test possible solutions on your layout.
To attach a sample workbook click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
Let us know if you have any questions.
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