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 our recommendations to you; • arranging a second appointment to explain and discuss 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 our recommendations to you; • arranging Arranging a second appointment to explain and discuss 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 our recommendations to you; • arranging a second appointment to explain and discuss 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 our recommendations to you; • arranging  Arranging a second appointment to explain and discuss our recommendations in detail. There is no fee for the provision of the report containing our recommendations to you.