Regulated Services. We are permitted to give advice on retail investments, pensions, general and non-investment insurance and to arrange transactions in these products. For retail investment products, this will include not just packaged products, but also structured products, all investment trusts and any other investments that offer exposure to underlying assets, but in a packaged form which modifies that exposure compared with a direct holding in the financial asset.
Appears in 7 contracts
Samples: Client Agreement, Client Agreement, Client Agreement
Regulated Services. We are permitted to give advice on retail investments, pensions, general and non-investment insurance and to arrange transactions in these products. For retail investment products, this will include not just packaged products, but also structured products, all investment trusts and any other investments that offer exposure to underlying assets, but in a packaged form which modifies that exposure compared with a direct holding in the financial asset.
Appears in 1 contract
Samples: Client Agreement
