Ongoing Service AgreementOngoing Service Agreement • May 17th, 2018
We recognise that all our clients have different financial needs and objectives and we will therefore build an appropriate plan.
ONGOING SERVICE AGREEMENTOngoing Service Agreement • July 31st, 2023
The obligation to give clients a Fee Disclosure Statement (FDS) annually where there is an ongoing fee arrangement existed since 1 July 2012.
ONGOING SERVICE AGREEMENTOngoing Service Agreement • October 10th, 2023
It is important that once you have taken advice and made the right choice for your wealth, that any plans put in place remain suitable, are in line with your views on investment risk and help you meet your financial objectives whatever stage
ONGOING SERVICE AGREEMENTOngoing Service Agreement • January 21st, 2021
It is important that once you have taken advice and made the right choice for your wealth, that any plans put in place remain suitable, are in line with your views on investment risk and help you meet your financial objectives whatever stage
Ongoing Service AgreementOngoing Service Agreement • October 26th, 2020
We recognise that all our clients have different financial needs and objectives and we will therefore build an appropriate plan.
Ongoing Service AgreementOngoing Service Agreement • March 13th, 2020
This agreement is supplementary to the Key Facts document and Client Agreement I have already discussed and supplied you with and sets out the basis on which we charge for our services.
ONGOING SERVICE AGREEMENT PACKAGESOngoing Service Agreement • October 28th, 2020
Financial planning should not be viewed as a one-off event, but as an ongoing process. The one certainty of any financial plan is that circumstances will continue to change. These changes may be external ones such as changes in investment markets or the economy, or changes in your personal circumstances such as your family situation or your health. It is therefore imperative that your wealth & risk management strategies are reviewed regularly and adjusted as needed. An important part of what we do is to keep you accountable to your goals & to make sure you stay on track to what you wanted to achieve. As such, we recommend that you opt in to one of our ongoing service agreement options.
Our Ongoing Service Proposition & EngagementOngoing Service Agreement • November 20th, 2019
Your financial objectives may change over time, so your investments should be reviewed on a regular basis. This agreement sets out the terms on which we charge for our ongoing management services to ensure your portfolio continues to meet your investment objectives.
Ongoing Service Agreement TemplateOngoing Service Agreement • February 2nd, 2020
The following is your ongoing service agreement with Financial Planning Practice, these services are available to you either in person, by mail, email, phone at your discretion.
