Ongoing Services. It is important to review every investment you hold and at regular intervals. At the time of, or prior to, our recommendation to you we will discuss our on-going service proposition. This is confirmed in our ‘service proposition and engagement’ document which will be sent to you separately from this agreement.
Appears in 20 contracts
Samples: Client Agreement, Client Agreement, www.bulleydaveywm.co.uk
Ongoing Services. It is important to review every investment you hold and at regular intervals. At the time of, or prior to, our recommendation to you we will discuss our on-going service proposition. This is confirmed in our ‘service proposition and engagement’ document section which will be sent to you separately from forms part of this agreement.
Appears in 2 contracts
Samples: Client Agreement, Client Agreement
Ongoing Services. It is important to review every investment you hold and at regular intervals. At the time of, or prior to, our recommendation to you we will discuss our on-going service propositionservice. This is confirmed in our the ‘service proposition and engagementGuide to Our Services’ document which will be sent provided to you separately from this agreement.
Appears in 1 contract
Samples: www.advantageifa.co.uk
Ongoing Services. 10.1 It is important to review every investment you hold and at regular intervals. At the time of, or prior to, our recommendation to you you, we will discuss our on-going service proposition. This is confirmed in our ‘service proposition and engagement’ document Ongoing Service Agreement which will be sent to you separately from this agreement.
Appears in 1 contract
Samples: Agreement