Implementation of Recommendations. If the recommendation is to transfer, fees will be charged in accordance with our fee schedule for implementation based on fund value and the cost to insure any advice. Should you instruct us to proceed with any of our recommendations we will act for you in the following ways: • Handle all fund and policy administration on your behalf. • Provide regular updates to keep you informed of progress. • Ensure all your documents are issued in line with your expectations. • Provide confirmation of all actions taken on your behalf in writing. • Provide a fully insured service for your funds.
Appears in 2 contracts
Sources: Client Agreement, Client Agreement