Our Products and Services. Investment As independent Advisors we will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a sufficient range of relevant financial products from across the market to meet your investment objectives. Our relevant market does not include single shares, derivatives or higher-risk leveraged financial instruments.
Our Products and Services. 4.1 Our regulated products and services may have one or more of the following components, and different or concurrent terms may apply depending on the nature of the product or service itself. If the product or service offered to you or that you’re using involves us:
Our Products and Services. We provide advice on pension planning and retirement options, investments, savings and family protection. We specialise in providing our clients with “a personal and professional service” to help them with their financial issues. Our current clients value the ‘professional friendship’ they have with us, and the financial education we provide. We compare the whole of the market for our pension, investment and protection business Investment. ☑ Independent Advice. We will advise, make a recommendation and, where necessary, arrange suitable products and services for you after we have assessed your needs. 🗵 Restricted Advice. We will advise and make a recommendation for you after we have assessed your needs. Restricted advice means that the adviser will only consider recommending investments from a limited range of products. �� No Advice. You will not receive advice or a recommendation from us. We may ask some questions to narrow down the selection of products that we will provide details on. You will then need to make your own choice about how to proceed.
Our Products and Services. Enterprise Resource Planning Software Substantially all our initial sales of ERP financial accounting solutions consist of pre-packaged software and associated services to customers in the United States. The Company resells ERP software published by Sage Software, Acumatica and other providers for the financial accounting requirements of small and medium-sized businesses focused on manufacturing and distribution, and the delivery of related services from the sales of these products, including installation, support and training. The programs perform and support a wide variety of functions related to accounting, including financial reporting, accounts payable and accounts receivable, and inventory management. We provide a variety of services along with our financial accounting software sales to assist our customers in maximizing the benefits from these software applications. These services include training, technical support, and professional services. We employ consultants and instructors and have specific training in the topics they are teaching. We can also provide on-site training services that are highly tailored to meet the needs of a particular customer. We provide end-user technical support services through our support/help desk. Our product and technology consultants assist customers calling with questions about product features, functions, usability issues, and configurations. The support/help desk offers services in a variety of ways, including prepaid services, time and materials billed as utilized and annual support contracts. Customers can communicate with the support/help desk through e-mail, telephone, and fax channels. Standard support/help desk services are offered during normal business hours five (5) days per week. Warehouse Management Systems We are resellers of Warehouse Management System (“WMS”) software. The primary purpose of a WMS is to control the movement and storage of materials within an operation and process the associated transactions. Directed picking, directed replenishment, and directed put-away are the key to WMS. The detailed setup and processing within a WMS can vary significantly from one software vendor to another. However, the basic WMS will use a combination of item, location, quantity, unit of measure, and order information to determine where to stock, where to pick, and in what sequence to perform these operations. The WMS software improves accuracy and efficiency, streamlines materials handling, meets retail compl...
Our Products and Services. 42. You agree that when dealing in Securities in accordance with our Terms and Conditions, you do not have the right to obtain physical delivery of these securities where these securities are registered in the name of our appointed Agent on your behalf. You also agree that our Agent may exercise any rights that we or any other Agent may have under these Terms and Conditions.
Our Products and Services. We place products with a wide selection of insurance markets and look to carry out a fair analysis of the market. If We have not conducted a fair analysis, We will advise you of the scope of marketing conducted before you take out or renew a policy with Us. Our service may include making a recommendation about the insurance products We offer. Unless otherwise advised, We will act as your agent when providing the following services: ▪ arranging cover as instructed; ▪ assisting with on‐going changes; ▪ assisting with claims made on insurance policies We have arranged For certain types of insurance, We have arranged facilities where We are authorised to bind insurance cover on and/or issue policy contract documentation on behalf of insurers, in which case We would be acting as agent of the insurer for this part of the transaction. Where We can bind on behalf of insurers, We will highlight this to you. Furthermore, We arrange facilities which enable an insurer to bind business for itself and other insurers and We may manage these facilities for such insurers. These are arranged due to economies of scale and the ease of being able to place cover. We may recommend and place your business under these arrangements where We consider that these meet your insurance requirements and will advise you if this is the case. We may on occasions use the services of another broker to assist in the placement of your business and We shall use Our reasonable endeavours to ensure that at party complies with all relevant regulatory requirements in the course of providing such services. We do not offer advice in relation to tax, accounting, regulatory or legal matters (including economic sanctions) and you should take separate advice as you consider necessary regarding such matters.
Our Products and Services. Service License: Subject to the terms hereof, we grant you access to our Services. This includes the right to: • Live stream videos that you have the right to view; • Live stream videos, subject to your plan; • Embed our embeddable video player on third-party websites; and • Use all related functionality that we may provide. We may change features from time to time. With your paid account, we commit to providing the core streaming features of your plan (including the bandwidth capabilities stated at the time of purchase) during your current service period. Hardware: Sales of hardware are governed by our General Terms and Conditions of Sales Policy.
Our Products and Services. We select products after carrying out a fair and personal analysis of the market and unless we tell you otherwise before you take out or renew a policy with us, our service includes making a recommendation about the insurance products we offer. Unless otherwise advised, we will act as your agent when providing the following services: ▪ Arranging cover as instructed; ▪ Assist with on‐going changes; ▪ Assistance with claims made on insurance policies we have arranged For certain types of insurance, we are authorised to issue policy documentation and/or certificates on behalf of insurers, in which case we would be acting as agent of the insurer for this part of the transaction. Furthermore, we may arrange lineslips which enable an insurer to bind business for itself and other insurers and we may manage these lineslips for such insurers. We may place your business under these arrangements where we reasonably consider that these meet your insurance requirements. We may use the services of a sub‐broker to assist in the placement of your business and we shall use our reasonable endeavours to ensure that the sub‐broker complies with all relevant regulatory requirements in the course of providing such services. We do not offer advice in relation to tax, accounting, regulatory or legal matters (including economic sanctions) and you should take separate advice as you consider necessary regarding such matters.
Our Products and Services. Our advice services are available to anyone who is over the age of 18 and resident in the UK. We will arrange for all investments to be registered in your name unless you first instruct us to do otherwise in writing. We will forward you all documents showing ownership of your investments as soon as is practicable after we receive them. Where several documents are due involving a series of transactions, we normally hold each document until the series is complete then forward them to you. We will not place any restrictions on our recommendations, unless advised to the contrary. We will therefore assume that you wish to place no restrictions on the types of investment we may recommend and in which you may subsequently invest. We will also assume that you wish to place no restrictions on the markets in which transactions are to be executed. Investment (including pensions) We will provide independent advice and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of a sufficient range of relevant financial products from across the market to meet your investment objectives. Our relevant market does not include single shares, derivatives or higher risk leveraged financial instruments.
