THE COST OF OUR SERVICES. Our separate Client Fee Agreement covers in detail the choices you have for how our fee will be calculated to cover our services. We will discuss the options with you and answer any questions you have. The Client Fee Agreement forms part of this Client Agreement, so they should be read alongside each other as, together, they represent the entire agreement between us. We reserve the right to increase our fees in future but, if we do so, we will let you know in advance of any increased charges coming into effect. The section below entitled Amendment to these Terms explains how we will do this. You agree that where a product or service provider has agreed to facilitate the payment of fees due from you to us, and where such fees received are in excess of any fees you owe us at the time of receipt of the amount concerned, we will aim to return these fees within 30 days, although we reserve the right to offset any fees for work undertaken which has yet to be invoiced, before the final refund takes place. In the event that we are entitled to receive a commission for non-advised transactions or for certain business transacted or advised on prior to 31st December 2012, we will be able to tell you the amount of any commission that is paid to us by product providers with whom investments are made. You should be aware of the possibility that other costs or taxes relating to the services that we provide for you may exist, even though they are not paid through us or imposed by us. We make no additional charge in relation to our specialisation in responsible investment. We will be remunerated for the provision of the agreed services on the basis set out in Schedules 1 and/or 2 to this Client Agreement. You agree that all fees invoiced will be settled within seven days of the date of the invoice or other request for payment. Any outstanding fees will incur interest charges at a daily rate equivalent to 1% per calendar month. Should any of your Employees/individual members require advice we will refer them to our website where they can enquire about our Advisory Services. Should they wish to proceed with one of our Advisory Services, we will require a separate agreement with them which will not hold any connection with our agreement with you as their Employer. We will agree a fixed fee with you for our ongoing advice depending on your specific requirements, the actual adviser charges (fees) will be agreed with you and based on the complexity of the work involved, the amoun...
THE COST OF OUR SERVICES. You will pay for our services by either a fee or a combination of fee and/or fee by payment facilitation through product charging. We will discuss your payment options with you and answer any questions you have. We will not charge you until we have agreed with you how we are to be paid. For payment options relating to investment advice, please refer to paragraphs 13 & 14. For payment options relating to pure protection advice, please refer to paragraph 14.
THE COST OF OUR SERVICES. Hourly Rates Example of our fee charged at an hourly rate for a new transaction Staff Role Hourly Rate Estimated Hours Total Cost
THE COST OF OUR SERVICES. This agreement is designed to outline the basis on which we charge for our services in relation to the investigation, research and placement of an Equity Release mortgage on your behalf and is to confirm and formalise our recent conversation regarding the service which we provide. We will require you to provide up to date and accurate information of your personal circumstances and financial objectives. Having established your needs, we will then source a suitable product for you. We will then report to you in writing clearly documenting our recommended course of action. Our recommendations will be made on the basis of the written information provided by you and will take into account the objectives stated by you. Please be aware that there could be other fees that will be required to be paid by you, such as arrangement fee to the lender we may recommend. All such fees will be disclosed in writing to you. All information given to us, and the recommendations and advice provided by us to you will be kept confidential and will not be disclosed to anyone, except as we agree in writing or to whom we are regulatory obliged to. You may, however, request that a copy of your details be made available to your Accountant or Solicitor. When you receive your written report, it will be your decision alone to implement the recommendation. In order that there may be no future misunderstanding, it is for our mortgage services that you will pay a fee under this agreement.
THE COST OF OUR SERVICES. You will pay for our services by either a fee or a combination of fee and/or fee by payment facilitation through product charging. We will discuss your payment options with you and answer any questions you have. We will not charge you until we have agreed with you how we are to be paid. For payment options relating to investment advice, please refer to paragraph 17. For payment options relating to pure protection products, please refer to paragraph 17.2. Value Added Tax (VAT) may be payable on some or all of the work we do. We will inform you if VAT is applicable.
THE COST OF OUR SERVICES. Our fee schedule is as follows; we will also confirm in writing before you become a client: Up to £150,000 1% (min £1,000) 0.60% £150,000 £1,500 plus 0.20% of amount over £150,000 capped at £3,000 0.60% £300,000 0.50% £400,000 0.40% £600,000 0.35% £750,000 0.30% £1 million 0.25% £1.5 million 0.20%
