Client Service Agreement Template Financial Planning

Below are some typical costs, for example for services: Please note that you have the option to stop the chosen option at any time, after which your financial planning service ends with Chapters Financial Limited. This can be revived through additional negotiations. A detailed understanding of your requirements, the specific service we offer and how much it will cost you, including whether you have to pay VAT. Based on hourly phrases. Whether or not you purchase a product, we charge a fee for our independent financial planning advice and services. All of our departure costs are subject to a minimum of £1700. Each client with whom the company operates is categorized to determine the level of regulatory protection. We offer you to classify yourself as “private customers”, which offers you the highest level of regulatory protection.

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