Ongoing Investment definition
Examples of Ongoing Investment in a sentence
If there is an Ongoing Investment, then it must be paid as set out in the Proposal.
Alternatively, providing that you agree with the product provider you can ask the provider to deduct our Implementation and Affinity Membership and Integrated Ongoing Investment Fees from your investment and arrange for them to pay us directly.
Where investment and pension portfolios and products are being advised upon, I/we confirm that I/we have been made aware of the Investment Monitoring Service (IMS) and On-going Investment Advisory Service (OIAS) and that if I/we wish to take up either of these options, I/we will complete the relevant separate agreement.
ADDITIONAL FEES In addition to the Initial Planning, On Purpose Implementation and Affinity Membership and Integrated Ongoing Investment Fees, there will be product or service charges applied in respect of the trading platform, products and funds into which we may recommend that you invest your monies.
Once the portfolio is set up, we offer both an Investment Monitoring Service and an On-going Investment Advisory Service.