Implementation of Proposed Financial Plan
We will meet with you to formally review the proposed financial plan, with the objective to agree with you how we will proceed. This review will include
- Confirmation of the your financial goals discussed in fact find meeting above
- Explanation of the rationale of the proposed plan and investment portfolio, and how this will meet your objectives.
- Confirmation of agreed charges, to include ongoing fees and/or commissions payable
Following your acceptance, we will need you to give written authorization to Ashlea to implement your investment plan, together with any authorization, if required, for coordination with other professional agents (e.g. accountant or legal adviser)