Other Professional Services. Should there be a need for other professional services not detailed above then we will happily discuss these with you. Should this option be appropriate then prior to any work commencing we will: ● Consider if a fee calculated on a time taken basis would be suitable for you. ● Consider if a fixed fee would be appropriate for any specific work. ● Provide you with an estimate of how much the total fee is likely to be (if requested). ● Confirm to you what additional work we are carrying out for you that is not covered by these Terms of Business ● Consider if it is appropriate to nominate an upper fee limit that we cannot exceed without alerting you first. ● We give due consideration to the level of expertise needed to carry out any work required and this is reflected in our typical Adviser hourly rate of £250 per hour. ● Please note that VAT may be payable on top of our hourly rates. We will let you know in advance whether VAT is payable. For example additional work totalling 4 hours would result in a fee of £1000 plus VAT being invoiced to you. Investments, non-investment insurance and regulated mortgage contracts that we have arranged for you will not automatically be kept under review by your adviser unless it has been agreed with you as part of our Core Service Propositions. We shall, however, be happy to review these upon request at any time in the future. There may be a fee chargeable that will be agreed with you before the review is conducted unless you are paying for this via ongoing fees. You are advised that because the value of investments can fall as well as rise, you may not get back the full amount invested. Past performance is not necessarily a guide to future performance. If there are other risks associated with any product we recommend they will be explained within the documentation provided as part of the advice process. You can choose whether to pay our fees directly or, if we recommend any new investment or pension products, we may be able to arrange for our fees to be paid by deduction from the amount invested in the product, in which case the product provider will pay an amount equal to our fees to us, on your behalf. All fees paid to us directly will require to be settled in full on completion of our work in line the fee agreement or invoice issued to you. Interest at 4% may be charged on all sums not paid by the due date stated on any fee agreement or invoice issued. We do not offer the option of settling your adviser charge by instalments.
Appears in 2 contracts
Samples: Client Agreement, Client Agreement
Other Professional Services. Should there be a need for other professional services not detailed above then we will happily discuss these with you. Should this option be appropriate then prior to any work commencing we will: ● • Consider if a fee calculated on a time taken basis would be suitable for you. ● • Consider if a fixed fee would be appropriate for any specific work. ● • Provide you with an estimate of how much the total fee is likely to be (if requested). ● • Confirm to you what additional work we are carrying out for you that is not covered by these Terms of Business ● • Consider if it is appropriate to nominate an upper fee limit that we cannot exceed without alerting you first. ● • We give due consideration to the level of expertise needed to carry out any work required and this is reflected in our typical Adviser hourly rate of £250 175 per hour. ● • Please note that VAT may be payable on top of our hourly rates. We will let you know in advance whether VAT is payable. For example additional work totalling 4 hours would result in a fee of £1000 700 plus VAT being invoiced to you. Investments, non-investment insurance and regulated mortgage contracts that we have arranged for you will not automatically be kept under review by your adviser unless it has been agreed with you as part of our Core Service Propositions. We shall, however, be happy to review these upon request at any time in the future. There may be a fee chargeable that will be agreed with you before the review is conducted unless you are paying for this via ongoing fees. You are advised that because the value of investments can fall as well as rise, you may not get back the full amount invested. Past performance is not necessarily a guide to future performance. If there are other risks associated with any product we recommend they will be explained within the documentation provided as part of the advice process. You can choose whether to pay our fees directly or, if we recommend any new investment or pension products, we may be able to arrange for our fees to be paid by deduction from the amount invested in the product, in which case the product provider will pay an amount equal to our fees to us, on your behalf. All fees paid to us directly will require to be settled in full on completion of our work in line the fee agreement or invoice issued to you. Interest at 4% may be charged on all sums not paid by the due date stated on any fee agreement or invoice issued. We do not offer the option of settling your adviser charge by instalments.
Appears in 1 contract
Samples: Client Agreement
Other Professional Services. Should there be a need for other professional services not detailed above then we will happily discuss these with you. Should this option be appropriate then prior to any work commencing we will: ● • Consider if a fee calculated on a time taken basis would be suitable for you. ● • Consider if a fixed fee would be appropriate for any specific work. ● • Provide you with an estimate of how much the total fee is likely to be (if requested). ● Confirm to you what additional work we are carrying out for you that is not covered by these Terms of Business ● • Consider if it is appropriate to nominate an upper fee limit that we cannot exceed without alerting you first. ● • We give due consideration to the level of expertise needed to carry out any work required and this is reflected in our typical Adviser hourly rate of £250 200 per hour. ● Please note that VAT may be payable on top of our hourly rates. We will let (Add you know in advance whether VAT is payable. own rate here) For example additional work totalling 4 hours would result in a fee of £1000 plus VAT 800 (alter to reflect your rate) being invoiced to you. Investments, non-investment insurance and regulated mortgage contracts that we have arranged for you will not automatically be kept under review by your adviser unless it has been agreed with you as part of our Core Service Propositionsservice proposition. We shall, however, be happy to review these upon request at any time in the future. There may be a fee chargeable that will be agreed with you before the review is conducted unless you are paying for this via ongoing fees. You are advised that because the value of investments can fall as well as rise, you may not get back the full amount invested. Past performance is not necessarily a guide to future performance. If there are other risks associated with any product we recommend they will be explained within the documentation provided as part of the advice process. You can choose whether to pay our fees us directly or, if we recommend any new investment or pension products, we may be able to arrange for our fees this fee to be paid by deduction from the amount invested in product by adding it to the product, in which case the product provider will pay an amount equal to our fees to us, on your behalfprovider’s charges. All fees paid to us directly will require to be settled in full on completion of our work in line the fee agreement or invoice issued to you. Interest at 4% may be charged on all sums not paid by the due date stated on any fee agreement or invoice issued. We do not offer the option of settling your adviser charge by instalments. VAT rules and regulations are subject to change from time to time and differ depending upon whether the HMRC consider the service to be VAT exempt or taxable. We will tell you if you have to pay VAT on our fees or for services recommended by us.
Appears in 1 contract
Samples: Client Agreement
Other Professional Services. Should there be a need for other professional services not detailed above then we will happily discuss these with you. Should this option be appropriate then prior to any work commencing we will: ● Consider if a fee calculated on a time taken basis would be suitable for you. ● Consider if a fixed fee would be appropriate for any specific work. ● Provide you with an estimate of how much the total fee is likely to be (if requested). ● Confirm to you what additional work we are carrying out for you that is not covered by these Terms of Business ● Consider if it is appropriate to nominate an upper fee limit that we cannot exceed without alerting you first. ● We give due consideration to the level of expertise needed to carry out any work required and this is reflected in our typical Adviser hourly rate of £250 per hour. ● Please note that VAT may be payable on top of our hourly rates. We will let you know in advance whether VAT is payable. 200 For example additional work totalling 4 hours would result in a fee of £1000 plus VAT 800 being invoiced to you. Investments, non-investment insurance and regulated mortgage contracts that we have arranged for you will not automatically be kept under review by your adviser unless it has been agreed with you as part of our Core Service Propositionsservice proposition. We shall, however, be happy to review these upon request at any time in the future. There may be a fee chargeable that will be agreed with you before the review is conducted unless you are paying for this via ongoing fees. You are advised that because the value of investments can fall as well as rise, you may not get back the full amount invested. Past performance is not necessarily a guide to future performance. If there are other risks associated with any product we recommend they will be explained within the documentation provided as part of the advice process. You can choose whether to pay our fees us directly or, if we recommend any new investment or pension products, we may be able to arrange for our fees this fee to be paid by deduction from the amount invested in product by adding it to the product, in which case the product provider will pay an amount equal to our fees to us, on your behalfprovider’s charges. All fees paid to us directly will require to be settled in full on completion of our work in line the fee agreement or invoice issued to you. Interest at 4% may be charged on all sums not paid by the due date stated on any fee agreement or invoice issued. We do not offer the option of settling your adviser charge by instalments. VAT rules and regulations are subject to change from time to time and differ depending upon whether the HMRC consider the service to be VAT exempt or taxable. We will tell you if you have to pay VAT on our fees or for services recommended by us.
Appears in 1 contract
Samples: Client Agreement
Other Professional Services. Should there be a need for other professional services not detailed above then we will happily discuss these with you. Should this option be appropriate then prior to any work commencing we will: ● • Consider if a fee calculated on a time taken basis would be suitable for you. ● • Consider if a fixed fee would be appropriate for any specific work. ● • Provide you with an estimate of how much the total fee is likely to be (if requested). ● Confirm to you what additional work we are carrying out for you that is not covered by these Terms of Business ● • Consider if it is appropriate to nominate an upper fee limit that we cannot exceed without alerting you first. ● • We give due consideration to the level of expertise needed to carry out any work required and this is reflected in our typical Adviser hourly rate of £250 per hour. ● Please note that VAT may be payable on top of our hourly rates. We will let you know in advance whether VAT is payable. £ For example additional work totalling 4 hours would result in a fee of £1000 plus VAT being invoiced to you. Investments, non-investment insurance and regulated mortgage contracts that we have arranged for you will not automatically be kept under review by your adviser unless it has been agreed with you as part of our Core Service Propositionsservice proposition. We shall, however, be happy to review these upon request at any time in the future. There may be a fee chargeable that will be agreed with you before the review is conducted unless you are paying for this via ongoing fees. You are advised that because the value of investments can fall as well as rise, you may not get back the full amount invested. Past performance is not necessarily a guide to future performance. If there are other risks associated with any product we recommend they will be explained within the documentation provided as part of the advice process. You can choose whether to pay our fees us directly or, if we recommend any new investment or pension products, we may be able to arrange for our fees this fee to be paid by deduction from the amount invested in product by adding it to the product, in which case the product provider will pay an amount equal to our fees to us, on your behalfprovider’s charges. All fees paid to us directly will require to be settled in full on completion of our work in line the fee agreement or invoice issued to you. Interest at 4% may be charged on all sums not paid by the due date stated on any fee agreement or invoice issued. We do not offer the option of settling your adviser charge by instalments. VAT rules and regulations are subject to change from time to time and differ depending upon whether the HMRC consider the service to be VAT exempt or taxable. We will tell you if you have to pay VAT on our fees or for services recommended by us.
Appears in 1 contract
Samples: Client Agreement
Other Professional Services. Should there be a need for other professional services not detailed above then we will happily discuss these with you. Should this option be appropriate then prior to any work commencing we will: ● • Consider if a fee calculated on a time taken basis would be suitable for you. ● • Consider if a fixed fee would be appropriate for any specific work. ● • Provide you with an estimate of how much the total fee is likely to be (if requested). ● • Confirm to you what additional work we are carrying out for you that is not covered by these Terms of Business ● • Consider if it is appropriate to nominate an upper fee limit that we cannot exceed without alerting you first. ● • We give due consideration to the level of expertise needed to carry out any work required and this is reflected in our typical Adviser hourly rate of £250 per hour. ● £ • Please note that VAT may be payable on top of our hourly rates. We will let you know in advance whether VAT is payable. For example additional work totalling 4 hours would result in a fee of £1000 plus VAT being invoiced to you. Investments, non-investment insurance and regulated mortgage contracts that we have arranged for you will not automatically be kept under review by your adviser unless it has been agreed with you as part of our Core Service Propositions. We shall, however, be happy to review these upon request at any time in the future. There may be a fee chargeable that will be agreed with you before the review is conducted unless you are paying for this via ongoing fees. You are advised that because the value of investments can fall as well as rise, you may not get back the full amount invested. Past performance is not necessarily a guide to future performance. If there are other risks associated with any product we recommend they will be explained within the documentation provided as part of the advice process. You can choose whether to pay our fees directly or, if we recommend any new investment or pension products, we may be able to arrange for our fees to be paid by deduction from the amount invested in the product, in which case the product provider will pay an amount equal to our fees to us, on your behalf. All fees paid to us directly will require to be settled in full on completion of our work in line the fee agreement or invoice issued to you. Interest at 4% may be charged on all sums not paid by the due date stated on any fee agreement or invoice issued. We do not offer the option of settling your adviser charge by instalments.
Appears in 1 contract
Samples: Client Agreement