ONGOING SERVICE FEE AGREEMENTService Fee Agreement • August 6th, 2020
Contract Type FiledAugust 6th, 2020This document sets out the basis of our fees following the engagement of the company as your agent in respect of providing you with ongoing services and to act as your agent in dealing with Product Providers and Institutions in relation to your existing contracts and policies. All ongoing services include the monitoring of your policies to ensure that any recommended products continue to meet your requirements and needs, and arranging any changes to your product or portfolio that may be required.