Common use of Effects of cancellation Clause in Contracts

Effects of cancellation. We may decide to stop providing services to you at any time; if we do so we will write to you to confirm this. You can ask us to stop providing any services to you at any time, without penalty, but you must do so in writing. We will keep a copy of this agreement on our files so that we have a copy of the terms on which we acted for you. Notices given by you under this agreement must be sent in writing by post. Notices will be treated as having been received by us on the second business day after you posted the notice to us. We will have no authority to act for you after this agreement has ended. If the agreement is ended while we are providing services to you, we will finish providing the agreed services unless you ask us not to. You will have to pay any outstanding charges for our initial and ongoing services already provided, even if this agreement has ended. Any fees outstanding at the date of termination will be due within 30 days of the termination date. What happens if you decide to cancel your investment early? If you have paid the initial adviser charge directly, then no further action is required. If we do take our charges via your investment product(s) and you subsequently cease to pay the premiums or cancel the investment, we may not have been able to take our total adviser charges from your investment(s). In such cases, we may exercise our right to charge you the amount we have been unable to recover. If we exercise this right, you agree to pay us the amount due on demand. The maximum amount you have to repay will not exceed the total adviser charge agreed. Client Declaration This document and our Client Agreement Document set out the legal relationship between us. For your own benefit and protection you should read these terms carefully before signing. If there are any terms within this agreement that you do not understand, please ask for further information. This agreement will be interpreted and construed in accordance with English law and is subject to the exclusive jurisdiction of the English courts, except if your address is in Scotland, when the courts of Scotland shall have non-exclusive jurisdiction. I agree to the following: Initial fees: Insert details of initial fee’s applicable: Client please tick box in agreement: To be deducted from investment / Direct payment (delete as appropriate) Ongoing fees: Insert details of client category & ongoing fee’s applicable: Client please tick box in agreement: To be deducted from investment / Direct payment (delete as appropriate) Client (1) Signature: Print Name: Date of Signature: Client (1) Signature: Print Name:

Effects of cancellation. We may decide to stop providing services to you at any time; if we do so we will write to you to confirm this. You can ask us to stop providing any services to you at any timetime including initial or ongoing services, without penalty, but you must do so in writing. We will keep a copy of this agreement on our files so that we have a copy of the terms on which we acted for you. Notices given by you under this agreement must be sent in writing by post. Notices will be treated as having been received by us on the second business day after you posted the notice to us. We will have no authority to act for you after this agreement has ended. If the agreement is ended while whilst we are providing services to you, we will finish providing the agreed services unless you ask us not to. You will have to pay any outstanding charges for our initial and and/or ongoing services already provided, even if this agreement has ended. Any fees outstanding at the date of termination will be due within 30 10 business days of the termination date. Upon receipt of your instructions to cancel an ongoing service, we will, if relevant:  Arrange for the refund of any payments made in advance for ongoing services that are no longer to be provided; and  Arrange for any future payment of any associated charges to cease. Any refund of payments already made in advance will be refunded to you via BACS or cheque. This payment will be forwarded to you within 10 business days of receiving your written instructions. If you receive any payments for any ongoing services that are no longer to be provided, we will arrange for the relevant payment(s) to be refunded to you via BACS or cheque. Any refunds will be forwarded to you within 10 business days of receiving the actual payment. What happens if you decide to cancel your investment early? If you have paid the initial adviser charge directly, then no further action is if required. If we do take our charges via your investment product(s) and you subsequently cease to pay the premiums or cancel the investment, we may not have been able to take our out total adviser charges from your investment(s). In such cases, we may exercise our right to charge you the amount we have been unable to recover. If we exercise this right, you agree to pay us the amount due on demand. The maximum amount you have to must repay will not exceed the total adviser charge agreed. Client Declaration This document and our Client Agreement Document set out What happens if I cancel my insurance policy early? In the legal relationship between unlikely event that you cancel an insurance product purchased following advice received from us, we will be obliged to refund to the product provider some or all of the commission that has been paid to us. For your own benefit This is known as “clawback” and protection it can apply up to five years, known as the “clawback period”. Where commission is recovered by clawback, we will charge you should read these terms carefully before signingthe amount we have lost. If there are any terms within we exercise this agreement that right, you do not understand, please ask for further information. This agreement will be interpreted and construed in accordance with English law and is subject to the exclusive jurisdiction of the English courts, except if your address is in Scotland, when the courts of Scotland shall have non-exclusive jurisdiction. I agree to pay us the following: Initial fees: Insert details of initial fee’s applicable: Client please tick box lost amount on demand. We will confirm the exact amount that will need to be repaid by you and the timescale over which it will need to be repaid in agreement: To be deducted from investment / Direct payment (delete as appropriate) Ongoing fees: Insert details of client category & ongoing fee’s applicable: Client please tick box in agreement: To be deducted from investment / Direct payment (delete as appropriate) Client (1) Signature: Print Name: Date of Signature: Client (1) Signature: Print Name:the Suitability Report we will send you when a recommendation is made. We will not charge any such fee if you exercise your right to cancel with any cancellation notice sent to you by the life insurance company.

Effects of cancellation. We may decide If you cancel this contract, the cancellation ends all obligations on you and us to stop providing services perform this contact. In the unlikely event that you have made any advance payments to us, we will reimburse to you at any time; if all payments received from you without undue delay, and not later than 14 days after the day on which we do so we will write are informed about your decision to you to confirm this. You can ask us to stop providing any services to you at any time, without penalty, but you must do so in writingcancel this contract. We will keep make the reimbursement using the same means of payment as you used for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a copy result of this agreement the reimbursement. However, if you give us your express written consent to start work on our files so that your matter within the 14 day period, while you may still cancel the contract, you may have to pay for the work we have a copy of the terms on which we acted for you. Notices given by you under this agreement must be sent in writing by post. Notices will be treated as having been received by us on the second business day after you posted the notice to us. We will have no authority to act for you after this agreement has endedactually done. If within the agreement is ended while 14 day period we are providing services have completed all the work you have asked us to you, we do you will finish providing no longer have the agreed services unless you ask us not to. You right to cancel the contract and will have to pay any outstanding charges for our initial and ongoing services already provided, even if this agreement has ended. Any fees outstanding at the date of termination will be due within 30 days of the termination date. What happens if you decide to cancel your investment early? If you have paid the initial adviser charge directly, then no further action is required. If we do take our charges via your investment product(s) and you subsequently cease to pay the premiums or cancel the investment, we may not have been able to take our total adviser charges from your investment(s). In such cases, we may exercise our right to charge you the amount work we have been unable to recoverdone. If we exercise CANCELLATION NOTICE (Complete, detach and return this right, you agree to pay us the amount due on demand. The maximum amount you have to repay will not exceed the total adviser charge agreed. Client Declaration This document and our Client Agreement Document set out the legal relationship between us. For your own benefit and protection you should read these terms carefully before signing. If there are any terms within this agreement that you do not understand, please ask for further information. This agreement will be interpreted and construed in accordance with English law and is subject to the exclusive jurisdiction of the English courts, except if your address is in Scotland, when the courts of Scotland shall have non-exclusive jurisdiction. I agree to the followingform ONLY IF YOU WISH TO CANCEL THE CONTRACT) To: Initial feesXxxxxx Xxxxxx Legal UK Services Ltd 0 Xxxxxx Xxxxx Broadheath Altrincham Wa14 5GL Email: Insert details of initial fee’s applicable: Client please tick box in agreement: To be deducted from investment / Direct payment xxxxxxx@xxxxxxxxxxxxxxx.xxx I/We (delete as appropriate) Ongoing fees: Insert details of client category & ongoing fee’s applicable: Client please tick box in agreement: To be deducted from investment / Direct payment hereby give notice that I/we (delete as appropriate) Client cancel my/our (delete as appropriate) contract for the supply of solicitors services in respect of my/financial mis selling claim, namely the Damage Based Agreement made between us. Name of Consumer: Address of Consumer: Signed: (Signature only necessary if cancellation is notified on paper) Date: reference Schedule 1) Signature: Print Name: Date of Signature: Client (1) Signature: Print Name:

Effects of cancellation. We may decide to stop providing services to you at any time; if we do so we will write to you to confirm this. You can ask us to stop providing any services to you at any time, without penalty, but you must do so in writing. We will keep a copy of this agreement on our files so that we have a copy of the terms on which we acted for you. Notices given by you under this agreement must be sent in writing by post. Notices will be treated as having been received by us on the second business day after you posted the notice to us. We will have no authority to act for you after this agreement has ended. If the agreement is ended while we are providing services to you, we will finish providing the agreed services unless you ask us not to. You will have to pay any outstanding charges for our initial and ongoing services already provided, even if this agreement has ended. Any fees outstanding at the date of termination will be due within 30 days of the termination date. If you have elected to pay for the initial advice via instalments, the full amount of the initial adviser charge will need to be paid irrespective of whether:  The recommended product(s) is / are cancelled before the amount is fully paid; and/or  You subsequently decide to transfer your business to another firm / financial adviser. Upon receipt of your instructions to cancel an ongoing service, we will, if relevant:  Arrange for the refund of any payments made in advance for ongoing services that are no longer to be provided; and  Arrange for any future payment of any associated charges to cease. Any refund of payments already made in advance will be refunded to you via bank transfer. This payment will be forwarded to you within 10 business days of receiving your written instructions. If we receive any payments for any ongoing services that are no longer to be provided, we will arrange for the relevant payment(s) to be refunded to you via bank transfer. Any refunds will be forwarded to you within 10 business days of receiving the actual payment. What happens if you decide to cancel your investment early? If you have paid the initial adviser charge directly, then no further action is required. If we do take our charges via your investment product(s) and you subsequently cease to pay the premiums or cancel the investment, we may not have been able to take our total adviser charges from your investment(s). In such cases, we may exercise our right to charge you the amount we have been unable to recover. If we exercise this right, you agree to pay us the amount due on demand. The maximum amount you have to repay will not exceed the total adviser charge agreed. Marketing Options From time to time we would like to tell you about our other financial advisory services that may interest you. Please tick if you would not like to hear about these services by: via telephone via post via email via SMS You can opt out of marketing communications at any time by contacting us: By phone: 00000 000000 By email: xxxxxx@xxxxxxxxx.xx.xx By post: Bourne Xxxxxx Xxxxxxx Limited, Neville House, 00 Xxxx Xxxxxx, Xxxxxx-in-Xxxxx, West Midlands, B95 5BX Client Declaration This document and is our Client Agreement Document set out the legal relationship between usstandard client agreement upon which we intend to rely. For your own benefit and protection you should read these the terms carefully before signing, as by signing you consent to the terms contained within. If there are any terms within this agreement that you do not understand, please ask for further information. The Client Agreement will come into effect from the date of acceptance of this agreement, which will be confirmed by the date provided in the ‘date of signature’ box below, unless otherwise stated. This agreement will be interpreted and construed in accordance with English law and is subject to the exclusive jurisdiction of the English courts, except if your address is in Scotland, when the courts of Scotland shall have non-exclusive jurisdiction. I I/We agree to the following: following service(s): Client 1 Client 2 Name(s) Client Category Initial fees: Insert details Fee (% and £) Initial Fee method of initial fee’s applicable: Client please tick box in agreement: To be deducted from investment / Direct payment (delete as appropriateapplicable) Direct Provider/Platform Facilitated Direct Provider/Platform Facilitated Ongoing Fee (% and £) Ongoing fees: Insert details Fee method of client category & ongoing fee’s applicable: Client please tick box in agreement: To be deducted from investment / Direct payment (delete as appropriateapplicable) Client (1) Signature: Print Name: Direct Provider/Platform Facilitated Direct Provider/Platform Facilitated Signature Date of Signature: Signing Date of Issue Tailored Service - Tick boxes on Proposition Summary must be completed. Notes (if applicable): If outside of standard charging structure, why? / Details of any specific services to be provided BTN Proposition Summary 2018 SERVICES TRANSACT- IONAL BRONZE SILVER GOLD TAILORED AMOUNT INVESTED N/A £0 to £200,000 £200,001 to £500,000 £500,001 and over Ongoing meetings Main annual review meeting    Interim review meeting if required (1 pa)   Ad hoc meeting (if required)  Risk Assessment (minimum every 2 years)    Reporting Online access to client portal (if applicable)    Portfolio Valuation (1 per year)     Main review meeting report (1 per year)    Interim review meeting report   Ad hoc valuations  Investment Management Access to BTN Model Portfolios   Portfolio re-balancing (3 per year)  Portfolio re-balancing (1 per year)   Bespoke portfolio management  Contact Telephone / email direct access to adviser   Telephone / email assistance via the office     Enhanced client contact  Administration Client (file retention & maintenance     Forward provider correspondence     BTN Website access     Monthly newsfeed via website     Annual Budget Newsletter via Website     Annual Autumn Statement Newsletter via Website     Professional Services Liaising with 3rd party professionals   Capital Gains Tax Advice  End of tax year service   Bespoke Services Provision of additional bespoke services  ANNUAL CHARGES – CORE PACKAGE N/A 1.0% Per annum 0.75% Per Annum 0.75% Per Annum INITIAL CHARGES 3% of Investment Amount 3% of Investment Amount 2% of Investment Amount 1) Signature: Print Name:% of Investment Amount