Common use of Ongoing Reviews and Changes to Existing Investments Clause in Contracts

Ongoing Reviews and Changes to Existing Investments. We will discuss the full range of our on-going services during our initial consultation. These services include, but are not limited to, providing you with: • structured reviews to give you peace of mind; • assessment of your circumstances and any changes to your plans that are needed; • a choice of differing levels of support depending on your needs; • Ongoing support with correspondence and administration issues. Details of these different levels of services are contained in our Service Proposition and Engagement document. We will agree separately the level of on-going services at the time of, or prior to, making our recommendation(s) to you. Typically, our ongoing service cost is 0.75% to 1% per annum subject to a minimum fee of £500 per annum and are based on the value of your investment(s) at each 12 month anniversary, and are paid monthly/annually in advance. For the Transactional only service there is no ongoing fee. Where we agree to provide ongoing services you can choose to cancel this at any time by providing us with written confirmation of your decision. Payments would then cease within 7 business days or after collection of any due proportion of any period charges if later. *The charges listed above can be deducted from your investments or paid directly by you*

Ongoing Reviews and Changes to Existing Investments. We will discuss the full range of our on-going on‐going services during our initial consultation. These services include, but are not limited to, providing you with: • structured reviews to give you peace of mind; • an assessment of your circumstances and any changes to your plans that are needed; • regular updates and information regarding your holdings; • a choice of differing levels of support depending on your needs; • Ongoing ongoing support with correspondence and administration issues. Details of these different levels of services are contained in our Service Proposition and Engagement document. We will agree separately the level of on-going on‐going services at the time of, or prior to, making our recommendation(s) to you. Typically, Typically our ongoing service cost is 0.75costs range from 0.5% to 10.95% per annum subject to a minimum fee of £500 per annum and are based on the value of your investment(s) at each 12 month anniversary, and are paid monthly/annually in advancearrears. For the Transactional only service there is no It should be noted that if you choose any of our ongoing feemanagement services they are subject to a minimum fee per annum. Level 3 £500 Level 2 £800 Level 1 £950 Where we agree to provide ongoing services you can choose to cancel this at any time by providing us with written confirmation of your decision. Payments would then cease within 7 business days or after collection of any due proportion of any period charges if later. *The charges listed above can be deducted from your investments or paid directly by you*

Ongoing Reviews and Changes to Existing Investments. We will discuss the full range of our on-going on‐going services during our initial consultation. These services include, but are not limited to, providing you with: •  structured reviews to give you peace of mind; •  an assessment of your circumstances and any changes to your plans that are needed; •  regular updates and information regarding your holdings;  a choice of differing levels of support depending on your needs; • Ongoing  ongoing support with correspondence and administration issues. Details of these different levels of services are contained in our Service Proposition and Engagement document. We will agree separately the level of on-going on‐going services at the time of, or prior to, making our recommendation(s) to you. Typically, Typically our ongoing service cost is 0.75costs range from 0.5% to 10.95% per annum subject to a minimum fee of £500 per annum and are based on the value of your investment(s) at each 12 month anniversary, and are paid monthly/annually in advancearrears. For the Transactional only service there is no It should be noted that if you choose any of our ongoing feemanagement services they are subject to a minimum fee per annum. Level 3 £500 Level 2 £800 Level 1 £950 Where we agree to provide ongoing services you can choose to cancel this at any time by providing us with written confirmation of your decision. Payments would then cease within 7 business days or after collection of any due proportion of any period charges if later. *The charges listed above can be deducted from your investments or paid directly by you*

Ongoing Reviews and Changes to Existing Investments. We will discuss the full range of our on-going services during our initial consultation. These services include, but are not limited to, providing you with: • ● structured reviews to give you peace of mind; • ● an assessment of your circumstances and any changes to your plans that are needed; • ● regular updates and information regarding your holdings; ● a choice of differing levels of support depending on your needs; • Ongoing ● ongoing support with correspondence and administration issues. issues Details of these different levels of services are contained in our Service Proposition and Engagement document. We will agree separately the level of on-going services at the time of, or prior to, making our recommendation(s) to you. Typically, our ongoing service cost is Our costs are 0.75% to 1% per annum subject to a minimum fee of £500 per annum and are based on the value of your investment(s) at each 12 month anniversary, and are paid monthly/monthly / annually in advancearrears. For the Transactional only service there is no It should be noted that if you choose any of our ongoing feemanagement services they are subject to a minimum fee per annum. ● Core £250 ● Standard £500 ● Premium £1,000 Where we agree to provide ongoing services you can choose to cancel this at any time by providing us with written confirmation of your decision. Payments would then cease within 7 business days or after collection of any due proportion of any period charges if later. *The charges listed above can be deducted from your investments or paid directly by you*