Common use of Protection Planning Clause in Contracts

Protection Planning. Our advised protection planning services are suitable if you are looking for the best way to protect you, your family or your business through non-investment insurance contracts such as critical illness cover, health insurance and life cover. We advise on non-investment insurance contracts from a large range of insurers. You can pay for our advised protection services by:  Commission (where this is available – a fee may be charged if commission is unavailable)  A fixed fee Where we are paid by commission we will tell you the amount before we carry out any business for you. Although you may pay nothing to us up front, this does not mean that our services are free. You still pay us indirectly through deductions from the amount you pay into your product. We may agree to rebate any commission due into the plan and invoice you directly for an agreed fee. This would be negotiated after any recommendation that was made.

Appears in 2 contracts

Samples: Client Agreement, Client Agreement

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Protection Planning. Our advised protection planning services are suitable if you are looking for the best way to protect you, your family or your business through non-investment insurance contracts such as critical illness cover, health insurance and life cover. We advise on non-investment insurance contracts from a large range of insurers. You can pay for our advised protection services by: Commission (where this is available – a fee may be charged if commission is unavailable) A fixed fee Where we are paid by commission we will tell you the amount before we carry out any business for you. Although you may pay nothing to us up front, this does not mean that our services are free. You still pay us indirectly through deductions from the amount you pay into your product. We may agree to rebate any commission due into the plan and invoice you directly for an agreed fee. This would be negotiated after any recommendation that was made.

Appears in 1 contract

Samples: Client Agreement

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Protection Planning. Our advised protection planning services are suitable if you are looking for the best way to protect you, your family or your business through non-investment insurance contracts such as critical illness cover, health insurance and life cover. We advise on non-investment insurance contracts from a large range of insurers. You can pay for our advised protection services by:  Commission (where this is available – a fee may be charged if commission is unavailable)  A fixed fee Where we are paid by commission we will tell you the amount before we carry out any business for you. Although you may pay nothing to us up front, this does not mean that our services are free. You still pay us indirectly through deductions from the amount you pay into your product. We may agree to rebate any commission due into the plan and invoice you directly for an agreed fee. This would be negotiated after any recommendation that was madepost recommendation.

Appears in 1 contract

Samples: Client Agreement

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