Service Proposition & EngagementService Proposition & Engagement • December 21st, 2016
Contract Type FiledDecember 21st, 2016We recognise that all our clients have different financial needs and objectives and we will build a plan appropriate to the needs of each client.
Service Proposition & EngagementService Proposition & Engagement • May 5th, 2015
Contract Type FiledMay 5th, 2015We recognise that all our clients have different financial needs and objectives and we will build a plan appropriate to the needs of each client.
Service Proposition & EngagementService Proposition & Engagement • May 23rd, 2018
Contract Type FiledMay 23rd, 2018We recognise that all our clients have different financial needs and objectives and we will build a plan appropriate to the needs of each client.
Service Proposition & EngagementService Proposition & Engagement • January 29th, 2020
Contract Type FiledJanuary 29th, 2020All investments should be reviewed on a regular basis. This agreement sets out the terms upon which we charge for our ongoing services. Should you decide to sign up for our ongoing services we will ask you to acknowledge your consent at the end of this agreement. You should then retain your copy of this with our ‘client agreement’ which has already been provided to you.
Service Proposition EngagementService Proposition Engagement • June 12th, 2013
Contract Type FiledJune 12th, 2013We recognise that all our clients have different financial needs and objectives and we will build a plan appropriate to the needs of each client.
Service Proposition & EngagementService Proposition & Engagement • May 23rd, 2019
Contract Type FiledMay 23rd, 2019This engagement is made between Macbeth Currie Financial Services Limited, whose registered office is at 34-36 Canmore Street, Dunfermline, Fife, KY12 7NT And: Whose address is:
Service Proposition & EngagementService Proposition & Engagement • March 9th, 2016
Contract Type FiledMarch 9th, 2016This engagement is supplementary to our Client Agreement and sets out the basis on which we charge for our services. We recognise that all our clients have different financial needs and objectives and we will build an appropriate plan to suit each individual.
ContractService Proposition Engagement • September 5th, 2016
Contract Type FiledSeptember 5th, 2016
SOUTHERNHAYService Proposition & Engagement • January 29th, 2021
Contract Type FiledJanuary 29th, 2021All investments should be reviewed on a regular basis and this agreement sets out the terms on which we charge for our ongoing services to you. A copy of this service proposition and engagement document should be retained with your copy of our client agreement previously provided to you.
SERVICE PROPOSITION & ENGAGEMENTService Proposition & Engagement • June 28th, 2017
Contract Type FiledJune 28th, 2017We recognise that all our clients have different financial needs and objectives and we will build a plan appropriate to the needs of each client.
Service Proposition & EngagementService Proposition & Engagement • March 24th, 2020
Contract Type FiledMarch 24th, 2020All investments should be reviewed on a regular basis and this agreement sets out the terms on which we charge for our ongoing services. Should you wish to proceed with our ongoing services, we would be obliged if you could provide your consent at the end of this agreement. You should then retain a copy of this document together with a copy of our ‘Client Agreement’.
Service Proposition & EngagementService Proposition & Engagement • October 17th, 2016
Contract Type FiledOctober 17th, 2016We recognise that all our clients have different financial needs and objectives and we will build a plan appropriate to the needs of each client.
SERVICE PROPOSITION & ENGAGEMENTService Proposition & Engagement • August 3rd, 2016
Contract Type FiledAugust 3rd, 2016We recognise that all our clients have different financial needs and objectives and we will build a plan appropriate to the needs of each client.
JYFSService Proposition & Engagement • October 26th, 2017
Contract Type FiledOctober 26th, 2017
Service Proposition & EngagementService Proposition & Engagement • May 5th, 2016
Contract Type FiledMay 5th, 2016This engagement is supplementary to our Client Agreement and sets out the basis on which we charge for our services. We recognise that all our clients have different financial needs and objectives and we will build an appropriate plan.