Our advice. We offer independent investment advice. This means that we consider a wide range of financial strategies and products. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for our clients. Where we recommend particular investment strategies and products to you, these will be selected based on your personal circumstances, financial goals and objectives. We’ll consider a number of factors, including the services you need, the cost of investing, how much risk you are prepared to accept in an investment product and how much of a drop in its value you could withstand. The areas we can advise on include: Life assurance Unit trusts Investment bonds Open ended investment companies Pensions ISAs Annuities Term assurance Phased retirement & income drawdown Critical illness cover Long term care Income protection We don’t provide advice in relation to individual share holdings. If this is something you need assistance with, we can refer you to a stockbroker. We don’t provide advice on options, futures and other derivative contracts as we believe that these are unlikely to be suitable for our clients For further details please refer to our client prospectus. Where we provide protection planning services we are an insurance intermediary and will provide advice which is based on a fair and personal analysis of the market.
Our advice. 7.1 Our advice will be specific to your circumstances and intentions at the point of issue. This advice should not be relied upon and nor will it be suitable for a different use at a different time, in different circumstances or to achieve other aims, or for the use of others.
Our advice. 4.1. Based on the information provided by you, at our sole discretion we may suggest a strategy for you with respect to the Investments. Such strategy may include, recommending that you vote your shares or units in a certain manner, that you sell your shares or units or that you undertake such other actions as we may suggest. We shall not undertake any action pursuant to the recommended strategy until you approve our recommendations by issuing the documents set out in clauses 4.2. or 4.3 below (as applicable) or such other document as we may request or that may be required by applicable, laws, regulations, practises or procedures.
Our advice. The expression “non legal matter” when used in this section and in the ‘Standard of care and liability’ section below includes, without prejudice to the generality of the foregoing, advice as to accounting, auditing, underwriting or insurance practice, management, valuation, whether in regard to real estate or otherwise, marketing, auctioneering, estate agency, business, commerce, banking, finance or investment. As Trinidad and Tobago lawyers we only advise on Trinidad and Tobago law, and the terms upon which we give that advice are set out herein. No opinion, suggestion or comment written or oral given by us in relation to the laws of any jurisdiction other than Trinidad and Tobago or in relation to any non legal matter may be relied upon by you. We rely on the strict understanding that you have obtained, or will obtain, proper professional advice as to the laws of every relevant jurisdiction other than Trinidad and Tobago and as to all non legal matters which may arise within or without Trinidad and Tobago and will act at all times in accordance therewith. It is your exclusive responsibility to determine when advice as to the laws of any jurisdiction other than Trinidad and Tobago or as to any non legal matter is prudent or required, and to obtain that advice. At no time is legal advice given by us to be regarded or construed as evaluating or recommending a commercial decision or a given course of action. The determination and the consequences of any course of action are matters entirely to be determined by you. If you do not follow our advice we reserve the right, depending upon the particular circumstances, to determine not to act further for you in relation to the particular matter. If we nevertheless continue to act for you no consent to, or approval of, the course of action determined by you shall or may be implied on our behalf. Our advice will depend on the particular circumstances specific to the matter for which we are engaged and we are not responsible for its use for a different purpose or in a different context. In relation to a particular transaction, specific advice on that transaction should always be sought and all material information provided to us. Our advice is confidential and is given solely for you to rely on. We accept no responsibility to any third party who seeks to rely upon such advice without our prior written consent being given. Our advice will be solely contained in our final written documentation. Do not rely on any draft...
Our advice. We offer restricted investment and protection planning advice. This means we have chosen to limit the range of products and/or providers that we’ll consider before recommending a suitable solution for you. Specifically, we have chosen to restrict our platform related business where we use one provider, because we believe that this is suitable for the majority of our clients. We may consider investments that are not available on the platform where this is appropriate for you.
Our advice. 58.1 We advise you to:
Our advice. We offer independent investment advice. This means that we consider a wide range of financial strategies and products. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for our clients. Where we recommend particular investment strategies and products to you, these will be selected factors, including the services you need, the cost of investing, how much risk you are prepared to accept in an investment product and how much of a drop in its value you could withstand. The areas we can advise on include: Life assurance Unit trusts Investment bonds Open ended investment companies Pensions ISAs Annuities Term assurance Phased retirement & income drawdown Critical illness cover Long term care Income protection . If this is something you need assistance with, we can refer you to a stockbroker. provide advice on options, futures and other derivative contracts as we believe that these are unlikely to be suitable for our clients For further details please refer to our client prospectus. Where we provide protection planning services we are an insurance intermediary and will provide advice which is based on a fair and personal analysis of the market.
Our advice. You acknowledge and agree that our advice is just that; that our advice is not a guarantee of success; and that you are the party that must reach and implement your own decisions about how to operate your Franchised Business on a day-to-day basis under the System.
Our advice. In relation to any particular transaction, specific advice should always be sought by you, and all material information provided to us. Our advice is provided for the purposes described in this Agreement. Its applicability will depend on the particular circumstances of which we were aware in respect of how it was going to be used, and we disclaim any responsibility for the use of our advice for a different purpose, in a different context or by a third party.
Our advice. Your claim appears to be a claim with merit that is both likely to succeed and potentially capable of becoming part of a group action (if appropriate). You have been provided with a document entitled “Your Claim: Woodford Equity Income Fund - Initial Advice” that sets out key information in relation to your claim.
