Non-advised services. You can pay for our non-advised services on the basis of commission or fee. We will tell you how we get paid and the amount before we carry out any business for you.
Non-advised services. 7.1. Execution only We deal on an execution only basis and do not advise on the merits of particular Transactions, or their taxation consequences.
Non-advised services. We will tell you how we get paid and the amount, before we carry out any business for you. Credit Broking We are also Credit Brokers. This means that if you require a loan other than a mortgage (for example, a personal loan), we can refer you to a specialist third party who can discuss your specific needs with you. We will not advise you on this type of borrowing and you will need to make up your own mind whether to go ahead with it or not. WHAT HAPPENS IF YOU HAVE A COMPLAINT? If you are unhappy with the service you have received or a product we have arranged on your behalf, a copy of our complaints procedure, which sets out how we will handle your complaint and is available upon request. If you would like to make a complaint, please contact us either in writing to: Complaints, Eastcote Wealth Management Limited, Eastcote Court, Barston Lane, Hampton-in-Arden, Solihull, West Midlands, B92 0HR or by e-mail: xxxx@xxxxxxxxxxxxxx.xx.xx or by telephone: 00000 00 0000. If we are unable to settle your complaint or you are unhappy with our response, you may be able to refer it to the Financial Ombudsman Service (FOS). Further information about the FOS is available from their website: xxx.xxxxxxxxx-xxxxxxxxx.xxx.xx or by calling them on 0000 000 0000. ARE WE COVERED BY THE FINANCIAL SERVICES COMPENSATION SCHEME? Yes, we are covered by the FSCS. You may be entitled to compensation from the scheme if we are unable to meet our obligations. This will depend on the type of business and the circumstances of the claim. The FSCS only pays compensation for financial loss and the limits are per person per firm, and per claim category, as listed below: Investments Arranging and advising on most types of investment (e.g. an ISA) is covered up to a maximum limit of £50,000 per person, per firm.
Non-advised services. The cost of our services We will tell you how we get paid and the amount before we carry out any business for you. Information about other costs and associated charges There may be other costs, including taxes, that are payable through other parties (such as the product provider) that we may not be party to. Such charges are normally disclosed in relevant third party documentation, for example a Key Features Document.
Non-advised services. We will tell you how we get paid and the amount, before we carry out any business for you. Credit Broking We are also Credit Brokers. This means that if you require a loan other than a mortgage (for example, a personal loan), we can refer you to a specialist third party who can discuss your specific needs with you. We will not advise you on this type of borrowing and you will need to make up your own mind whether to go ahead with it or not. BEST EXECUTION POLICY 'Best execution' means taking all sufficient steps to obtain the best possible result for our clients when arranging investments. This is a requirement of our regulator, the FCA, but of course it is in the interests of our clients and ourselves that we do this. We may use the services of a third party, such as a broker when we buy or sell shares, and base our choice of third party on the price and cost of the execution of the order. For orders in collective investment schemes (e.g. unit trusts), the price of units or shares in the scheme is normally set by the scheme operator or manager, although we endeavour to obtain discounts from standard terms. Full details of our best execution arrangements are available on request. ARE THERE ANY RISKS? Your adviser will work with you to determine the level of risk that you are willing to take and will warn you if there are any particular risks or disadvantages of investing in a specific product. As a general point it should be noted that because investments can fall as well as rise in value, you may not get back the full amount invested. Also, past performance is not a reliable indicator of future returns. HOW CAN YOU CANCEL / TERMINATE THIS AGREEMENT?
Non-advised services. The cost of our services We will tell you how we get paid and the amount before we carry out any business for you. Information about other costs and associated charges There may be other costs, including taxes, that are payable through other parties (such as the product provider) that we may not be party to. Such charges are normally disclosed in relevant third party documentation, for example a Key Features Document. ACCOUNTING TO YOU We will confirm to you in writing the basis or our reason for recommending the transaction executed on your behalf. We will also make arrangements for all your investments to be registered in your name unless you first instruct us otherwise in writing. We will forward to you all documents showing ownership of your investments as soon as practicable after we receive them; where a number of documents relating to a series of transactions is involved, we will normally hold each document until the series is complete and then forward them to you.
Non-advised services
