Common Contracts
3 similar Client Agreement contracts
This is our supplementary client agreement which should be read in conjunction with the ‘Key Facts about our services and costs’ document and our ‘GDPR Privacy Notice’ which are provided with this agreement.Client Agreement • December 4th, 2019
When we meet with you, we will explain how we work on your behalf. This will include discussing your current situation, your financial and personal objectives, and obtaining relevant information from you to enable us to then proceed to making a recommendation to meet your objectives. We will also discuss with you the options for payment (see separate section).
This is our supplementary client agreement which should be read in conjunction with the ‘Key Facts about our services and costs’ document and our ‘GDPR Privacy Notice’ which are provided with this agreement.Client Agreement • October 10th, 2019
When we meet with you, we will explain how we work on your behalf. This will include discussing your current situation, your financial and personal objectives, and obtaining relevant information from you to enable us to then proceed to making a recommendation to meet your objectives. We will also discuss with you the options for payment (see separate section).
This is our supplementary client agreement which should be read in conjunction with the ‘Key Facts about our services and costs’ document and our ‘GDPR Privacy Notice’ which are provided with this agreement.Client Agreement • December 3rd, 2018
When we meet with you, we will explain how we work on your behalf. This will include discussing your current situation, your financial and personal objectives, and obtaining relevant information from you to enable us to then proceed to making a recommendation to meet your objectives. We will also discuss with you the options for payment (see separate section).
