Ongoing Services. Transactional Service Our transactional service will suit you if you require a one-off transaction and do not need ongoing reviews or financial advice. We will not send you valuations, information about legislative or economic changes, or provide you with any further advice and you will not normally have any further contact with your adviser. We would, of course, be pleased to advise you on future issues for our usual fees should the need arise and you decide to contact us, for instance if you would like to review your portfolio or are approaching retirement.
Appears in 4 contracts
Samples: Service and Fees Agreement, Service and Fees Agreement, Service and Fees Agreement
