Common use of Accounting to You Clause in Contracts

Accounting to You. The firm will make arrangements for all your investments policies and/or contracts to be registered in your name unless you first instruct us otherwise in writing. You have a right to inspect copies of contract notes and entries in our records in relation to transactions on your behalf. For such a request we reserve the right to give you copies of such documents rather than access to the original records. We will forward to you all documents showing ownership of your investments as soon as practicable after we receive them; where a number of documents relating to a series of transactions is involved, we will normally hold each document until the series is complete and then forward them all to you. All such documents may be sent by post and this would be at your risk. In some cases the documentation will be sent to you direct from the product provider. We will outline from the outset whether our advice will cover your entire financial planning needs or whether it will focus on a specific area giving consideration to any restriction you may place on the advice you need.

Accounting to You. The firm will make arrangements for all your investments policies and/or contracts to be registered in your name unless you first instruct us otherwise in writing. You have a right to inspect copies of contract notes and entries in our records in relation to transactions on your behalf. For such a request we reserve the right to give you copies of such documents rather than access to the original records. We will forward to you all documents showing ownership of your investments as soon as practicable after we receive them; where a number of documents relating to a series of transactions is involved, we will normally hold each document until the series is complete and then forward them all to you. All such documents may be sent by post and this would be at your risk. In some cases cases, the documentation will be sent to you direct from the product provider. We will outline from the outset whether our advice will cover your entire financial planning needs or whether it will focus on a specific area area, giving consideration to any restriction you may place on the advice you need.

Accounting to You. The firm will make arrangements for all your investments policies and/or contracts to be registered in your name unless you first instruct us otherwise in writing. You have a right to inspect copies of contract notes and entries in our records in relation to transactions on your behalf. For such a request we reserve the right to give you copies of such documents rather than access to the original records. We will forward to you all documents showing ownership of your investments as soon as practicable after we receive them; where a number of documents relating to a series of transactions is involved, we will normally hold each document until the series is complete and then forward them all to you. All such documents may be sent by post and this would be at your risk. In some cases the documentation will be sent to you direct from the product provider. We will outline from the outset whether our advice will cover your entire financial planning needs or whether it will focus on a specific area giving consideration to any restriction you may place on the what advice you needwant.