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Ongoing Service Agreement Financial Planning Template

Chapters Financial offers a professional financial planning service to meet your evolving needs throughout your life. Our team has the experience and skills to provide independent financial advice and personalized planning solutions that help you achieve your future financial goals, your family, your business or your charity. This client agreement is governed and interpreted in accordance with English law and the parties submit to the exclusive jurisdiction of the English courts. Development and preparation of a recommended financial planning strategy based on your agreed needs and circumstances. The terms of this customer agreement come into effect immediately, you require us to provide business and services for you and you will remain in effect until further notice. Once the first solutions are found, it is important to regularly review your financial programming, as your life and wealth evolves by making adjustments and changes to your strategy to reflect your evolving aspirations and needs. We will regularly remind you of the importance of financial auditing, but it will be your decision whenever you need an audit. In the exceptional circumstances that we propose as part of the possible transfer of a defined/definitive benefit pension plan, our service consists of a complete review of your pension plans and existing regulations and how your DB system can be used to achieve these objectives. We rely on an independence policy to manage conflicts of interest between Chapters Financial and our clients or between one client and another.

This means that it is possible that core interests or conflicts of interest related to customer service, but we are required to ignore this core interest or conflicts of interest in advising clients. Below are some typical fees, for example. B for services: We will always vote on the amount of this compensation and your payment options before proceeding with your agreed financial planning project. Our level of commitment and activity will confirm the delivery costs and specific service. We will not charge you a fee until you agree on how we will be paid. We advise and make a recommendation after assessing the context of your personal/financial circumstances, including your needs. In some situations, we will only give you information rather than advice – and you will be told clearly on those occasions. In such circumstances, we may ask a few questions to limit the choice of products on which we will give details, and you should then make your own decision as to what to do next.

Explain our understanding of your requirements, the specific services we want to offer and how much it will cost you, including whether you should pay VAT. Please note that you can drop the option at any time, and then your financial planning service ends with Chapters Financial Limited.