Policy Arrangement & Implementation. Should you instruct us to proceed with any of our recommendations we will act for you in the following ways: • handle all fund and policy administration on your behalf; • provide regular updates to keep you informed of progress; • ensure all your documents are issued in line with your expectations; • provide confirmation of all actions taken on your behalf in writing.
Appears in 2 contracts
Samples: Client Agreement for Investments & Insurance, Client Agreement for Investments & Insurances
Policy Arrangement & Implementation. If you decide to proceed with our recommendation(s) we shall implement the policy recommendations you have decided to proceed with as part of our services. Should you instruct us to proceed with (any of of) our recommendations recommendation(s) we will act for you in the following ways: • handle Handle all fund and policy administration on your behalf; • provide Provide regular updates to keep you informed of progress; • ensure Ensure all your documents are issued in line with your expectations; • provide Provide confirmation of all actions taken on your behalf in writing.
Appears in 1 contract
Samples: Client Agreement and Proposition for Investments and Insurances
Policy Arrangement & Implementation. Should When you instruct us to proceed with any of our recommendations we will act for you in the following ways: • handle Handle all fund and policy administration on your behalf; • provide Provide regular updates to keep you informed of progress; • ensure Ensure all your documents are issued in line with your expectations; • provide confirmation of all actions taken on your behalf in writing.;
Appears in 1 contract
Samples: Client Agreement & Terms of Engagement for Investments & Insurances
Policy Arrangement & Implementation. Should you instruct us to proceed with any of our recommendations we will act for you in the following ways: • handle Handle all fund and policy administration on your behalf; • provide Provide regular updates to keep you informed of progress; • ensure Ensure all your documents are issued in line with your expectations; • provide Provide confirmation of all actions taken on your behalf in writing.
Appears in 1 contract
Samples: Client Agreement
Policy Arrangement & Implementation. Should you instruct us to proceed with any of our recommendations we will act for you in the following ways: • handle all fund and policy administration on your behalf; • provide regular updates to keep you informed of progress; • ensure all your documents are issued in line with your expectations; • provide confirmation of all actions taken on your our behalf in writing.
Appears in 1 contract