Common use of Our Investment Services and Costs Clause in Contracts

Our Investment Services and Costs. We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you. We charge our services by way of a fee. These fees are based on a percentage of the amount you invest.

Appears in 6 contracts

Samples: Client Agreement, www.davenportthomas.co.uk, frobishercapital.co.uk

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Our Investment Services and Costs. We provide you with an initial consultation free of chargeat our expense. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you. We charge our services by way of a fee. These fee and full details of what fees are based on a percentage of the amount you investpayable and when now follows.

Appears in 2 contracts

Samples: Client Agreement, www.freeindex.co.uk

Our Investment Services and Costs. We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you. We charge our services by way of a fee. These fees are normally based on a percentage of the amount you invest, however if a fixed amount is preferred this can be agreed for the work carried out.

Appears in 2 contracts

Samples: www.brookswm.co.uk, www.brookswm.co.uk

Our Investment Services and Costs. We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost, and levels, level of our services both initially and throughout our relationship with you. We charge for our services by way of a fee. These fees are based on a percentage of the amount you invest.

Appears in 1 contract

Samples: www.webprosecure.co.uk

Our Investment Services and Costs. We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you. We charge our services by way of a fee. These fees are based on a percentage of the amount you investinvest and a fixed cost dependent on the type of business.

Appears in 1 contract

Samples: definewealth.co.uk

Our Investment Services and Costs. (including structured deposits) We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and we will confirm how we can support you in working towards thesethese goals. We will also discuss the cost, and levels, levels of our services services, both initially and throughout our relationship with you. We charge our services by way of a fee. These fees are based on an hourly rate for initial advice and as a percentage of the amount you invest.valuation of your funds for our ongoing service. The 2 steps of this process are explained here:

Appears in 1 contract

Samples: www.rpfrost.co.uk

Our Investment Services and Costs. We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you. We charge for our services by way of a fee. These fees are based on a percentage of the amount you investinvest or an hourly rate.

Appears in 1 contract

Samples: Client Agreement

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Our Investment Services and Costs. We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you. We charge our services by way of a fee. These fees are based on an hourly rate and a percentage of the amount you investbasis.

Appears in 1 contract

Samples: www.webprosecure.co.uk

Our Investment Services and Costs. We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and will confirm how we can support you in working towards these. We will also discuss the cost, and levels, of our services services, both initially and throughout our relationship with you. We charge our services by way of a fee. These fees are based on a percentage of the amount you invest. You have an option to pay by an hourly rate and we can issue a further client agreement with our terms of business.

Appears in 1 contract

Samples: HBB Financial Limited Client Agreement

Our Investment Services and Costs. We provide you with an initial consultation free of charge. This helps us to understand your financial objectives and we will confirm how we can support you in working towards thesethese goals. We will also discuss the cost, and levels, of our services both initially and throughout our relationship with you. We charge our services by way of a fee. These fees are based on a percentage of the amount you invest., subject to a minimum fee. The 2 steps of this process are explained here:

Appears in 1 contract

Samples: swpartners.co.uk

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