DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection, you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens, we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................
Appears in 3 contracts
Samples: www.bulleydaveywm.co.uk, Client Agreement, Client Agreement
DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection, protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens, happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................
Appears in 3 contracts
Samples: Client Agreement, www.evergreenfs.co.uk, www.evergreenfs.co.uk
DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection, protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens, happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ......................................................................................................................
Appears in 2 contracts
Samples: southernhayfinancialplanning.com, www.southernhayfinancialplanning.com
DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection, protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy ✓ You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens, happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................Customer Name(s) Customer signature(s) Date Signed Date of Issue
Appears in 1 contract
Samples: cdn.simplyplatform.co.uk
DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection, protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By direct payment/by deduction from the policy policy. You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens, we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name .....................................................
Appears in 1 contract
Samples: lifelineplanningsites.simplycluster1-web6.kin.tomdsites.co.uk
DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection, protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy By direct payment You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens, happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name .....................................................
Appears in 1 contract
Samples: swpartners.co.uk
DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection, protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where Where possible) By by deduction from the policy You should note that when paid though through the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens, happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................Signed: Print Name: Date: Signed: Print Name: Date: Signed on behalf of our firm: Print Name: Date
Appears in 1 contract
Samples: frobishercapital.co.uk
DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection, you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens, happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................Client Signature Dated Client Name Client Signature Dated Date of Issue
Appears in 1 contract
Samples: www.futurity-fs.com
DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection, protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy You should note that when paid though through the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens, happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................
Appears in 1 contract
Samples: www.jmgfinancial.co.uk
DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection, protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy By direct payment You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens, happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................
Appears in 1 contract
Samples: www.rpfrost.co.uk
DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection, protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy By direct payment You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens, happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................Client Signature Dated Client Name Client Signature Dated Date of Issue
Appears in 1 contract
Samples: Client Agreement