Ongoing Service. Agency and its Agents shall service Employers and Employees enrolled in QHPs when designated as the Agent of Record. Such service will include, but not be limited to, the following:
a. Acting as liaison between these parties and Covered California if requested by any of these parties;
b. Assisting these parties to take the proper action in connection with Covered California coverage when there is a change of address, or other change of status;
c. Assisting a family member/dependent to obtain coverage when he or she is no longer entitled to coverage as a family member – e.g., when a dependent child reaches the limiting age, or upon a divorce or dissolution of marriage; and
d. Maintaining a working and current knowledge of QHPs offered through CCSB and the ability to explain benefits and/or coverage.
Ongoing Service. Agent shall service Employers, Employees, and individuals enrolled in QHPs when Agent is the Agent of Record. Such service will include, but not be limited to, the following:
a. Acting as liaison between these parties and the Exchange if requested by any of these parties;
b. Assisting these parties to take the proper action in connection with Exchange coverage when there is a change of address, or other change of status;
c. Assisting a family member/dependent to obtain coverage when he or she is no longer entitled to coverage as a family member – e.g., when a dependent child reaches the limiting age, or upon a divorce or dissolution of marriage; and
d. Maintaining a working and current knowledge of QHPs offered through the Exchange and the ability to explain benefits and/or coverage.
Ongoing Service. We offer an ongoing service where, depending on your personal requirements and with your agreement, we may review your account on an annual or six monthly basis, and inform you of new recommendations or changes that may be relevant to your circumstances. In addition, as a minimum, you will be provided with an annual valuation, telephone access to your adviser, and a newsletter bulletin. This service is provided at a charge of up to 0.1% per month and can be either deducted from your investment or paid by standing order. This service can be cancelled at any time. (On a £100,000 investment this equates to a maximum of £1,200 per annum).
Ongoing Service. In order to meet your long-term goals, you should regularly review your plans and situation and make changes accordingly. Therefore, we would normally recommend that you sign up for our ongoing service for this financial planning service to be effective. However, this is not compulsory. If you do not want any ongoing service, we will not charge an ongoing fee and we will not be responsible for reviewing performance or providing you with valuations. We offer three levels of service: If you have relatively simple requirements, for example if you made a lump sum investment of less than £150,000, then we offer a more basic level of ongoing service. The service will consist of the following: • Annual valuations • Access to a Financial Planner by telephone or email • Meetings on request, but subject to a fee • Autumn Budget update
Ongoing Service. Please note that any products we have arranged for you will only be kept under review as part of an ongoing service for which you agree to pay. Any ongoing service and the associated costs will be agreed with you in writing. We may contact you in the future by means of an unsolicited promotion (by post or email) should we wish to discuss the merits of a particular product or service which we feel may be of interest to you. Please be aware that investments can fall as well as rise, and that you may not get back the full amount invested. The price of investments we may recommend may depend on fluctuations in the financial markets, or other economic factors which are outside our control. Past performance is not necessarily a guide to future performance. Specific warnings relevant to the investments, investment strategies or other products we recommend will be confirmed to you in your suitability report. Neither Xxxxxxx Xxxxxx & Co nor its employees are qualified to render legal or accounting advice, or to prepare any legal or accounting documents. It is hereby understood and agreed that the onus is on you the client to refer to a solicitor or accountant any point of law or accountancy that may arise during the course of discussions with us. Xxxxxxx Xxxxxx & Co is not permitted to handle client money and we cannot accept a cheque made out to us (unless it is in respect of an item for which we have sent you an invoice) or handle cash.
Ongoing Service. Agree timetable for regular review meeting every [six months/year] to check that all aspects of arrangements performing as they should and review any issues.
Ongoing Service. Monetary Solutions offers a choice of ongoing service propositions. We will agree with you which level of service is most appropriate to your needs. Ongoing service fees are charged as a percentage of funds under management. The actual fee charged will vary depending upon how the investment performs and it will increase as the fund grows. The ‘full’ service proposition is automatically provided to those clients whose ongoing fees exceed £500 per year (approximately £65,000 or more invested). The ‘limited’ service is provided to those clients whose ongoing fees are less than £500 per year (up to approximately £65,000 invested). These clients may elect to pay to upgrade to the full service. Our ongoing service option incorporates a periodic suitability review of the investments we have recommended, this is to ensure the original recommendation remains suitable. This periodic assessment will be completed at least annually, however, the frequency may be increased when taking into account your risk profile and the types of financial products that have been recommended.
Ongoing Service. Depending on the size and complexity of your portfolio once in place, you may or may not require ongoing management services. It is important to be aware that, in the absence of a specific agreement to provide you with ongoing services, your portfolio and goals will not be monitored unless you contact us to ask for a specific service. Should you wish us to monitor your ongoing position and ensure the advice given remains suitable; we will agree an appropriate service offering? The benefits of agreeing to an ongoing service arrangement will include access to your adviser throughout the term of your agreement. • Annual review of your pensions and investments. • We will ensure that following completion and analysis of the initial Risk Profile Questionnaire that the investment solution we recommend to you will continue to reflect your chosen Attitude to Risk (ATR), benefiting you by reducing the volatility of your portfolio overtime whilst attempting to maximise the return produced by your portfolio within the parameters of your ATR. • Providing factual information to assist you to make sound financial decisions. • Investment management and rebalancing according to a set asset allocation. • Determining an efficient asset allocation appropriate to your specified risk profile. • Ongoing review of the allocation of cash, bonds, equities and alternative investments in line with your objectives. • Continued monitoring of the investment managers used in the construction of your portfolio. • Managing liquidity requirements for planned or unplanned withdrawals. • Determining and rebasing your risk tolerance. • Dealing with correspondence and administrative issues on your behalf. • Regular contact with you throughout the year as required. • Helping you in minimising the taxation of your investments/pensions – especially in regard to Income Tax, Capital Gains Tax and Inheritance Tax. • Recommending that you have up-to-date xxxxx in place and have considered Powers of Attorney. • Advising on how your estate can be distributed in the most tax-efficient way possible. • Simplifying all administration by operating on one platform, if appropriate. • Keeping investment costs to a minimum by operating on one platform, if appropriate. • Providing a summary valuation of your investment annually. • Continual focus on what you most want to get out of your life, with a view to helping you reach your goals. Please be aware that investments can fall as well as rise, and that you may n...
Ongoing Service. Consultant shall provide the following ongoing Client support services:
a. Direction and support with claims resolution and other related issues;
b. Support with billing/eligibility concerns;
c. Acting as a liaison between Client and carriers and vendors and serving as a proactive Client advocate; and
d. Responding to day-to-day benefit questions from Client and its employees.
Ongoing Service. We will agree how we will continue to work with you in the future and explain the level of service we provide in each of our Guardian, Premier, and Platinum service options, together with the associated costs. Again we will discuss with you all of the options so that you can decide what will work best for you. Our annual costs typically range from 0.5% pa to 1% pa of the value of your investment portfolio.
