Common Contracts
3 similar Client Agreement contracts
Client Agreement July 2021Client Agreement • August 27th, 2021
particular circumstances we will undertake a ‘fact find’ to gather the appropriate information to assess your needs. We will then be able to set out clearly your financial planning objectives based on your stated objectives, acceptable level of risk and any restrictions you wish to place on the type of policies you are willing to consider. Details of your stated objectives will be set out in a Suitability Report we will issue to you to confirm our recommendation. Unless confirmed in writing, to the contrary, we will assume that you do not wish to place any restrictions on the advice we give you.
Client Agreement February 2018 THE RANGE OF OUR ADVICE AND YOUR FINANCIAL PLANNING OBJECTIVES CLASSIFICATION OF YOU, OUR CLIENT THE COST OF OUR SERVICESClient Agreement • February 12th, 2018
Client AgreementClient Agreement • September 9th, 2015
particular circumstances we will undertake a ‘fact find’ to gather the appropriate information to assess your needs. We will then be able to set out clearly your financial planning objectives based on your stated objectives, acceptable level of risk and any restrictions you wish to place on the type of policies you are willing to consider. Details of your stated objectives will be set out in a Suitability Report we will issue to you to confirm our recommendation. Unless confirmed in writing, to the contrary, we will assume that you do not wish to place any restrictions on the advice we give you.
