Ongoing charges. once your financial plan is in place it is important to keep the underlying investments under review so these can be adapted, where necessary. Our ongoing services are designed to do this. Our actual charges and fees (in pounds and xxxxx) will be agreed with you before we do any work and we’ll explain your payment options too. We’ll also let you know where any fees are subject to VAT. Initial charges
Appears in 2 contracts
Samples: Client Agreement, Client Agreement
Ongoing charges. once your financial plan is in place it is important to keep the underlying investments under review so these can be adapted, where necessary. Our ongoing services are designed to do this. Our actual charges and fees (in pounds and xxxxx) will be agreed with you before we do any work and we’ll explain your payment options too. We’ll also let you know where any fees are subject to VAT. Initial chargescharges Private Client Service Initial fee: An initial meeting to find out more about Recommendations. (This is refundable against meeting) Agreeing your financial goals and the implementation fee if you ask us to proceed to this stage).
Appears in 1 contract
Samples: Client Agreement
Ongoing charges. once Once your financial plan is in place it is important to keep the underlying investments it under review so these it can be adapted, where necessary, as your circumstances change. Our ongoing services are designed to do this. Our actual charges and fees (in pounds and xxxxx) will be agreed with you before we do any work and we’ll explain your payment options too. We’ll also let you know where any Our fees are not subject to VAT. Initial chargescharges Initial Service description Charges
Appears in 1 contract
Samples: Client Agreement
Ongoing charges. once your financial plan is in place it is important to keep the underlying investments it under review so these it can be adapted, where necessary, as your circumstances change. Our ongoing services are Financial Navigation Service is designed to do this. Our actual charges and fees (in pounds and xxxxx) will be agreed with you before we do any work work, and we’ll explain your payment options too. We’ll also let you know where any fees are or may become subject to VAT. Initial charges.
Appears in 1 contract
Samples: Client Agreement