Common use of Financial Review and Recommendation Clause in Contracts

Financial Review and Recommendation. This can be a continuation from the initial discussion, where agreed, or a further appointment. This process covers the: • gathering of information about your existing financial arrangements and full personal circumstances; • understanding of your investment knowledge and attitude and tolerance towards investment risk; • recommendation of an asset allocation model that matches your risk profile and the subsequent assessment and suitability of any existing holdings; • preparation of my recommendations to you; • arranging a second appointment to explain and discuss my recommendations in detail.

Financial Review and Recommendation. This can be a continuation from the initial discussion, where agreed, or a further appointment. This process covers the: •  gathering of information about your existing financial arrangements and full personal circumstances; •  understanding of your investment knowledge and attitude and tolerance towards investment risk; •  recommendation of an asset allocation model that matches your risk profile and the subsequent assessment and suitability of any existing holdings; •  preparation of my our recommendations to you; • arranging  Arranging a second appointment to explain and discuss my our recommendations in detail. There is no fee for the provision of the report containing our recommendations to you.

Financial Review and Recommendation. This can be a continuation from the initial discussion, where agreed, or a further appointment. This process covers the: • gathering of information about your existing financial arrangements and full personal circumstances; • understanding of your investment knowledge and attitude and tolerance towards investment risk; • recommendation of an asset allocation model that matches your risk profile and the subsequent assessment and suitability of any existing holdings; • preparation of my our recommendations to you; • arranging a second appointment to explain and discuss my our recommendations in detail.

Financial Review and Recommendation. This can be a continuation from the initial discussion, where agreed, or a further appointment. This process covers the: • gathering of information about your existing financial arrangements and full personal circumstances; • understanding of your investment knowledge and attitude and tolerance towards investment risk; • recommendation of an asset allocation model that matches your risk profile and the subsequent assessment and suitability of any existing holdings; • preparation of my our recommendations to you; • arranging a second appointment to explain and discuss my our recommendations in detail.

Financial Review and Recommendation. This can be a continuation from the initial discussion, where agreed, or a further appointment. This process covers thethe following : • gathering Gathering of information about your existing financial financial arrangements and full personal circumstances; circumstances • understanding Understanding of your investment knowledge and attitude and tolerance towards investment risk; risk • recommendation Recommendation of an asset allocation model that matches your risk profile profile and the subsequent assessment and suitability of any existing holdings; • preparation Preparation of my our recommendations to you; • arranging Arranging a second appointment to explain and discuss my our recommendations in detail.