Common use of Ongoing charges Clause in Contracts

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 Service description Charges

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 Service description 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).

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 Service description Charges