Your investment objectives. Unless we agree separately in writing to provide you with investment advice or personal recommendations (as those terms are defined in MiFID2), we will proceed on the basis that there are no specific or general investment objectives to which we should have regard when dealing for you.
Your investment objectives. Your investment objectives will be set out and summarised within a personalised suitability report, which will be issued to you as a result of your personal consultation with us to document and explain the recommendations we have made.
Your investment objectives. 7.1 In relation to our investment management services, The Portfolio will be based on your acceptable level of risk as assessed in the investor profile form (to be completed by all clients), any investment objectives that we may agree with you and any restrictions you wish to place on the type of Permitted Investments or policies you are willing to consider. All investments we arrange on your behalf will be in line with your acceptable level of risk and any investment objectives as agreed with you. We will review your level of risk in accordance with clause 22.1.
7.2 Unless you inform us otherwise in writing, we will assume that you do not wish to place any restrictions on the service we give you and will proceed on the basis of your investment objectives.
