Termination of our Services. You or we may terminate our authority to act on your behalf at any time subject to 7 days’ written notice. You will be liable to pay for any advice or services that you have received prior to the date of termination. This means that where we have agreed the advice and services that we will provide, you will have to pay us for any work we have completed up to the date of termination. We shall be entitled to retain any commission or fees received following notice of termination.
Termination of our Services. Either you or we may terminate our authority to act on your behalf at any time. You will be liable to pay for any advice or services that you have received prior to the date of termination. This means that where we have agreed and undertaken an element of work or have provided advice and services and you have agreed that we will receive payment for these, either by means of a fee or by receiving commission from a provider, you will be required to pay us for any work we have completed up to the date of termination.
Termination of our Services. 22.1. Whilst our wish is to retain the business and goodwill of our clients, you may terminate the Services provided by the LLP and/or Xxxxxx Europe by giving us notice in writing, specifying the entity/entities to which the notice relates. Similarly, we may also terminate the Services that we provide to you through the LLP and/or Xxxxxx Europe by giving you notice in writing, specifying the entity/entities to which the notice relates. Where notice of termination is given, such termination will take effect from the date specified in such notice.
Termination of our Services. You or we may terminate our authority to act on your behalf at any time subject to 7 days’ notice. You will be liable to pay for any advice or services that you have received prior to the date of termination. This means that where we have agreed the advice and services that we will provide, you will have to pay us for any work we have completed up to the date of termination. We shall be entitled to retain any commission or fees received following notice of termination. Our Core Service Proposition Vision Independent Financial Planning Ltd offers a range of service propositions to reflect the differing needs of our clients which are summarised as follows. These include details of any initial adviser charge for implementation of the advice and ongoing servicing and reviews. Investment Service level 1 This is our highest service level, offering a bespoke and high contact service for clients. • Full financial planning service. • Optional half yearly reviews, face to face with your dedicated adviser, incorporating a review of your existing investments performance. • Ad hoc meetings as required. • Quarterly due diligence on any Discretionary Investment Manager (if recommended). • Unlimited telephone support from your dedicated adviser. • Optional annual meeting with your Discretionary Investment Manager (if recommended). • Access to our online portfolio investment service. • Periodic client magazine will be made available. Investment Service level 2 This is our core service level, offering a regular contact service for clients. • Full financial planning service. • Optional annual review, face to face with your dedicated adviser, incorporating a review of your existing investments performance. • Quarterly due diligence on any Discretionary Investment Manager (if recommended). • Telephone support from your dedicated adviser. • Optional annual meeting with your Discretionary Investment Manager where recommended. • Access to our online portfolio investment service. • Periodic client magazine will be made available. Investment Service level 3 This is our basic service level, offering a lower contact service for clients. • Limited financial planning service. • Optional review every 2 years, face to face with your dedicated adviser incorporating a review of your existing investments performance. • Quarterly due diligence on any Discretionary Investment Manager (if recommended). • Limited telephone support from your dedicated adviser. • Access to our online portfolio in...
Termination of our Services. You or we may terminate our authority to act on your behalf at any time. You will be liable to pay for any advice or services you have received prior to the date of termination. This means that where we have agreed the advice and services we will provide for you and we have agreed to receive payment for these, either by means of a fee for investment business or by receiving commission from a provider for non- investment business, you will have to pay us for work we have completed up to the date of termination. In respect of on-going advice, you have the right to cancel payment for our on-going services by providing 14 days’ notice in writing to us. Where you hold assets within a WRAP, you need to be aware that there will be terms and conditions applicable, such as your agreement with the WRAP provider in respect of facilitating our fees, which means you may need to instruct the WRAP provider directly and arrange for the removal of assets from the WRAP or appoint another adviser who will be able to access your assets and provide further on-going advice to you. We will be pleased to assist you at this time in cancelling our service to you, making sure that any WRAP provider is informed of this cancellation.
Termination of our Services. (On-going Service) You, or we, have the right to cancel payment for our ongoing services. We will give you one month notice in writing if we wish to withdraw the provision of this service, and we will require one month notice in writing from you if you wish to cancel any ongoing advice service and associated ongoing advice fee. Where you hold assets within a wrap or Platform, you need to be aware there will be terms and conditions applicable, such as your agreement with the wrap or platform provider in respect to facilitating our fees, which means you may need to instruct the wrap or platform provider directly and arrange for the removal of assets from the wrap or platform, or appoint another adviser who will be able to access your assets and provide further on-going advice to you. We will be pleased to assist you at this time in cancelling our service to you, making sure that any wrap or platform provider is informed of this cancellation. Where we have agreed you will pay our ongoing services fee by regular direct debit installments you must keep up the payments. If you stop paying the payments, and the payments remain outstanding for longer than 2 months we will withdraw the ongoing advice service without further notice, and we will not be liable to provide the service any longer. The Advice and ongoing advice service can be reinstated by mutual agreement, on completion of a fresh direct debit mandate, and payment of £150 administration fee. ACKNOWLEDGEMENT & CONSENT NB. The original CLIENT AGREEMENT & DATA PROTECTION NOTICE documents are to be RETAINED by you Consent to Client Agreement This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read the terms outlined in the Client Agreement carefully before signing this consent. If you do not understand any point please ask for further information. I/We agree that this client agreement will come into effect from the date of issue. Your Consent By signing below you are confirming that you accept the terms of this agreement and are willing to be bound by them. Before doing so, please contact us if you have any queries or concerns regarding the contents of this Cliet Agreement Client Name(s): Client Signature(s): - Date of Issue: - FEE AGREEMENT FORM Our Transaction Only, and Advice and Ongoing Service levels are summarised below. A full description of the services offered within each Service Level are outlined on the relevant document which we have ...
Termination of our Services. We strongly believe that the proper discharge of consulting work requires continuing mutual co-operation and confidence. Accordingly: • you may terminate our services by giving notice in writing at any time: and • we may elect to discontinue our work if you fail to pay our bills when due, if you fail to provide us with adequate instructions if, in our reasonable opinion, our relationship has broken down or if we are legally or otherwise obliged to do so. If we take this action we will give you reasonable notice of our intention to terminate our services, and of the grounds on which any such notice is based. In either case you will be required to pay our professional charges for work done, and for the charges and disbursements incurred, up to the date of termination.
Termination of our Services. Our Fully Managed and Rent Management services may be terminated by 3 months written notice by either party. Please see ‘Fees and Charges’ for details of fees payable on termination. Termination does not affect any warranties, assurances or indemnity you have given us. Either party may terminate if the other party fails to remedy promptly any breach of this Agreement.
Termination of our Services. (On-going Advice) You have the right to cancel payment for our on-going services by giving 30 days’ notice. Where you hold assets within a WRAP, you need to be aware that there will be terms and conditions applicable, such as your agreement with the wrap provider in respect to facilitating our fees, which means you may need to instruct the wrap provider directly and arrange for the removal of assets from the WRAP or appoint another adviser who will be able to access your assets and provide further on-going advice to you. We will be pleased to assist you at this time in cancelling our service to you, making sure that any WRAP provider is informed of this cancellation.
Termination of our Services. Subject to your immediate settlement of any outstanding premiums and fees, you may instruct us to stop acting for you. Your instructions must be given in writing and will take effect from the date of receipt, unless otherwise agreed. In the circumstances where we feel we cannot continue providing our services to you, we will give you notice in writing and this will take effect from the date of receipt, unless otherwise agreed. Unless otherwise agreed in writing, if our relationship ends, any transactions previously initiated will be completed according to these Terms of Business. You will be liable to pay for any transactions concluded prior to the end of our relationship and we will be entitled to retain commission and/or fees received for conducting these transactions. If you have a Complaint We take any complaint seriously. If you wish to register a complaint then please contact The Complaints Officer, Xxxxxx Xxxxx at: CSINSURANCE BROKERS OVERSEAS CORREDURIA DE SEGUROS, SOCIEDAD LIMITADA C/ Xxxxxxxxx 24, 7º Dcha 28001 Madrid. If we cannot immediately resolve your complaint we will write to you within 5 business days of its receipt – our acknowledgement will include a copy of our complaints procedure . Anti-Bribery Policy CSInsurance Brokers Overseas Correduría de Seguros, S.L. DGSFP (J-3812) Introduction CSInsurance Brokers Overseas Correduría de Seguros, S.L. (even though regulated by the DGSFP and by the dispositions in Royal Decree Act 3/2020, of 4th of February which incorporate to the Spanish law the provisions of the DIRECTIVE (EU) 2016/97 OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 20 January 2016) is aware of the regulatory responsibilities concerning anti bribery and corruption as covered in the FCA’s Principles for Business: Principle 1 Requires firms to conduct business with integrity Principle 2 Requires firms to conduct business with due skill, care and diligence Principle 3 Requires firms to take reasonable care to organise and control their affairs responsibly and effectively, with adequate risk management systems
