Accounting to You. 19. We will make arrangements for all your investment 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. In that 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 investment policies and/or contracts 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 to you.
Appears in 3 contracts
Samples: smithifa.co.uk, clearviewfinancialconsultants.co.uk, www.clearviewfinancialconsultants.co.uk
Accounting to You. 19. We will make arrangements for all your investment 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. In that 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 investment investments policies and/or contracts 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 to you.
Appears in 1 contract
Samples: Client Agreement
Accounting to You. 19. We will make arrangements for all your investment 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 en- tries in our records in relation to transactions on your behalf. In that 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 investment investments policies and/or contracts 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 to you.
Appears in 1 contract
Samples: Client Agreement