Termination of our Services. You or we may terminate our authority to act on your behalf at any time subject to 7 days’ written notice. You will be liable to pay for any advice or services that you have received prior to the date of termination. This means that where we have agreed the advice and services that we will provide, you will have to pay us for any work we have completed up to the date of termination. We shall be entitled to retain any commission or fees received following notice of termination.
Termination of our Services. Either you or we may terminate our authority to act on your behalf at any time. You will be liable to pay for any advice or services that you have received prior to the date of termination. This means that where we have agreed and undertaken an element of work or have provided advice and services and you have agreed that we will receive payment for these, either by means of a fee or by receiving commission from a provider, you will be required to pay us for any work we have completed up to the date of termination.
Termination of our Services. 22.1. Whilst our wish is to retain the business and goodwill of our clients, you may terminate the Services provided by the LLP and/or Xxxxxx Europe by giving us notice in writing, specifying the entity/entities to which the notice relates. Similarly, we may also terminate the Services that we provide to you through the LLP and/or Xxxxxx Europe by giving you notice in writing, specifying the entity/entities to which the notice relates. Where notice of termination is given, such termination will take effect from the date specified in such notice.
Termination of our Services. On-going Advice • You, or we, have the right to cancel payment for our ongoing services • We would give you 10 business days’ notice and, upon request, could signpost you to alternative sources of financial advice. We will terminate any on-going payments to be received from product or service providers. • You are asked to give 10 business days’ notice and we will terminate any on-going payments to be received from product or service providers. • You will remain liable for any fees or charges due up to the date of termination. All monies received up to this point will remain the property of Moneyweb Limited. Where you hold assets within a WRAP, you need to be aware that there will be terms and conditions applicable, such as your agreement with the wrap provider in respect to facilitating our fees, which means you may need to instruct the wrap provider directly and arrange for the removal of assets from the WRAP or appoint another adviser who will be able to access your assets and provide further on-going advice to you. We will be pleased to assist you at this time in cancelling our service to you, making sure that any WRAP provider is informed of this cancellation. Example ‘A’ - Implementation fee as a percentage of the funds invested £0 to £99,999 4% £50,000 £2,000 £48,000 Example fee of 4% - If you provide a lump sum of £50,000 our fee will be £2,000, that amount will be deducted before the remaining £48,000 is invested. The £2,000 is paid to us by the provider as our fee. £100,000 to £349,000 3% £100,000 £3,000 £97,000 Example fee 3% - If you provide a lump sum of £100,000 and our fee is £3,000, that amount will be deducted before the remaining £97,000 is invested. The £3,000 is paid to us by the provider as our fee. £350,00 to £499,000 2% £400,000 £8,000 £392,000 Example fee 2% - If you provide a lump sum of £400,000 and our fee is £8,000, that amount will be deducted before the remaining £392,000 is invested. The £8,000 is paid to us by the provider as our fee. £500,000 to £999,999 1% £900,000 £9,000 £891,000 Example fee 1% - If you provide a lump sum of £900,000 and our fee is £9,000, that amount will be deducted before the remaining £891,000 is invested. The £9,000 is paid to us by the provider as our fee.
Termination of our Services. You or we may terminate our authority to act on your behalf at any time subject to 7 days’ notice. You will be liable to pay for any advice or services that you have received prior to the date of termination. This means that where we have agreed the advice and services that we will provide, you will have to pay us for any work we have completed up to the date of termination. We shall be entitled to retain any commission or fees received following notice of termination. Our Core Service Proposition Vision Independent Financial Planning Ltd offers a range of service propositions to reflect the differing needs of our clients which are summarised as follows. These include details of any initial adviser charge for implementation of the advice and ongoing servicing and reviews. Investment Service level 1 This is our highest service level, offering a bespoke and high contact service for clients. • Full financial planning service. • Optional half yearly reviews, face to face with your dedicated adviser, incorporating a review of your existing investments performance. • Ad hoc meetings as required. • Quarterly due diligence on any Discretionary Investment Manager (if recommended). • Unlimited telephone support from your dedicated adviser. • Optional annual meeting with your Discretionary Investment Manager (if recommended). • Access to our online portfolio investment service. • Periodic client magazine will be made available. Investment Service level 2 This is our core service level, offering a regular contact service for clients. • Full financial planning service. • Optional annual review, face to face with your dedicated adviser, incorporating a review of your existing investments performance. • Quarterly due diligence on any Discretionary Investment Manager (if recommended). • Telephone support from your dedicated adviser. • Optional annual meeting with your Discretionary Investment Manager where recommended. • Access to our online portfolio investment service. • Periodic client magazine will be made available. Investment Service level 3 This is our basic service level, offering a lower contact service for clients. • Limited financial planning service. • Optional review every 2 years, face to face with your dedicated adviser incorporating a review of your existing investments performance. • Quarterly due diligence on any Discretionary Investment Manager (if recommended). • Limited telephone support from your dedicated adviser. • Access to our online portfolio in...
Termination of our Services. You or we may terminate our authority to act on your behalf at any time. You will be liable to pay for any advice or services you have received prior to the date of termination. This means that where we have agreed the advice and services we will provide for you and we have agreed to receive payment for these, either by means of a fee for investment business or by receiving commission from a provider for non- investment business, you will have to pay us for work we have completed up to the date of termination. In respect of on-going advice, you have the right to cancel payment for our on-going services by providing 14 days’ notice in writing to us. Where you hold assets within a WRAP, you need to be aware that there will be terms and conditions applicable, such as your agreement with the WRAP provider in respect of facilitating our fees, which means you may need to instruct the WRAP provider directly and arrange for the removal of assets from the WRAP or appoint another adviser who will be able to access your assets and provide further on-going advice to you. We will be pleased to assist you at this time in cancelling our service to you, making sure that any WRAP provider is informed of this cancellation.
Termination of our Services. We strongly believe that the proper discharge of consulting work requires continuing mutual co-operation and confidence. Accordingly: you may terminate our services by giving notice in writing at any time: and we may elect to discontinue our work if you fail to pay our bills when due, if you fail to provide us with adequate instructions if, in our reasonable opinion, our relationship has broken down or if we are legally or otherwise obliged to do so. If we take this action we will give you reasonable notice of our intention to terminate our services, and of the grounds on which any such notice is based. In either case you will be required to pay our professional charges for work done, and for the charges and disbursements incurred, up to the date of termination.
Termination of our Services. We may terminate this agreement by giving you at least 20 business days’ written notice. You may terminate this agreement at any time, without penalty. Notice of termination must be given in writing and will take effect from the date of receipt. Any transactions already initiated will be completed according to this agreement unless otherwise agreed in writing. Termination will not prejudice the completion of transactions already initiated on your behalf or any rights or obligations already arising. You will be liable to pay for any services we have provided before cancellation and any outstanding fees, if applicable. Your Aims We can offer you a full review service with the aim of making you aware of any shortfall that you may have within the areas of our authorisation. You should let us know about any specific aims that you may have. Please note that any products we have arranged for you will only be kept under review as part of an agreed ongoing service for which you agree to pay. Any ongoing service will be agreed with you in writing in a fee and services agreement. We may contact you in the future by means of an unsolicited promotion (by telephone, email or post) should we wish to discuss the relative merits of a particular product or service which we feel may be of interest to you.
Termination of our Services. Our Fully Managed and Rent Management services may be terminated by 3 months written notice by either party. Please see ‘Fees and Charges’ for details of fees payable on termination. Termination does not affect any warranties, assurances or indemnity you have given us. Either party may terminate if the other party fails to remedy promptly any breach of this Agreement.
Termination of our Services. (On-going Advice) You have the right to cancel payment for our on-going services by giving 30 days’ notice. Where you hold assets within a WRAP, you need to be aware that there will be terms and conditions applicable, such as your agreement with the wrap provider in respect to facilitating our fees, which means you may need to instruct the wrap provider directly and arrange for the removal of assets from the WRAP or appoint another adviser who will be able to access your assets and provide further on-going advice to you. We will be pleased to assist you at this time in cancelling our service to you, making sure that any WRAP provider is informed of this cancellation.
