 |
|||||||||||||||||
|
|||||||||||||||||
 |
Our “fee for service” arrangementsAll the work which we carry out on your behalf will be charged for on a “fee for service” basis. This means that we will charge an hourly rate for our services; the rate is dependent on the level of seniority and experience of the financial planner involved. Prior to carrying out work on your behalf, we will discuss with you the likely fee range for the services to be undertaken and will provide you with a written fee estimate. When we implement your plan, we do not retain upfront brokerage paid on the original investment of funds, as this is offset against our fees. If you are on a “Portfolio Review Service Agreement” most trailing commission received will be rebated against your review fees. Thus, the fees we charge you over the life of our financial planning
service will be regularly offset with the upfront and trailing brokerage
we receive in relation to your investments. |
|
|
|
:
Disclaimer
|
