Common use of DECLARATION Clause in Contracts

DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................

DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection protection, you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens happens, we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................

DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate);  (where possible) By deduction from the policy You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens we will discuss it with you and confirm it in your personal recommendation report.  By direct payment Client Name ......................................................................................................................

DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By direct payment/by deduction from the policy policy. You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens happens, we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name .....................................................

DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy By direct payment You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................

DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy You should note that when paid though through the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................

DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy By direct payment You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name .....................................................

DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy By direct payment You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................Client Signature Dated Client Name Client Signature Dated Date of Issue

DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy ✓ You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................Customer Name(s) Customer signature(s) Date Signed Date of Issue

DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where Where possible) By by deduction from the policy You should note that when paid though through the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................Signed: Print Name: Date: Signed: Print Name: Date: Signed on behalf of our firm: Print Name: Date

DECLARATION. This is our standard client agreement upon which we intend to rely. For your own benefit and protection protection, you should read these terms carefully before signing them. If you do not understand any point please ask for further information. I/We are aware of the costs of the Financial Review and Recommendation(s), and where appropriate, the Policy Arrangement and Implementation services and agree to the method and timing of these. My/Our preferred method of paying these costs is (please tick as appropriate); (where possible) By deduction from the policy You should note that when paid though the investments it may reduce your personal tax thresholds and/or exemption levels. Where this happens we will discuss it with you and confirm it in your personal recommendation report. By direct payment Client Name ....................................................Client Signature Dated Client Name Client Signature Dated Date of Issue