Protection Plans. The financial protection of families and businesses is an essential service. Our fee for setting up your protection plans will be based on the time we spend on your affairs. Unlike other aspects of financial advice, many protection plans continue to offer commission to introducers. In most cases, this remains the most tax effective way of meeting some or all of our costs. We will provide you with a quotation of our fees before undertaking this work for you. If the commission payment relates to a regular contribution policy and you stop paying premiums on that policy we may be obliged to refund the commission received back to the policy provider. In such cases, we reserve the right to request the full payment of any outstanding balance of charges for our services.
Appears in 2 contracts
Sources: Client Agreement, Client Agreement