Common Contracts
1 similar Client Agreement contracts
Client Agreement Document for D A Owen Financial Services Limited trading as Harrison Beale & Owen Financial ServicesClient Agreement • January 28th, 2015
With regard to investments which we have arranged for you, these will not be kept under review unless agreed otherwise, but we will advise you upon your request. However, we may contact you in the future by means of an unsolicited promotion (i.e. where you had not expressly requested it) should we wish to contact you to discuss the relative merits of an investment or service which we feel may be of interest to you.
