PROPOSITION
SERVICES
Qualifying Funds Under Management
Choice
Aspire
Preference
£100,000 to
£300,000
£300,000 to
£750,000
Above
£750,000
Ongoing meetings



Main annual review meeting


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Interim review meeting (1 per year)
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
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Telephone update (1 per year)

Ad hoc meeting
Reporting
Valuation / strategy report (1 per year)



Main review meeting report (1 per year)





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Interim review meeting report

Ad hoc report
Investment management






Bespoke portfolio management



Inheritance Tax Planning Review



Telephone / email direct access to adviser


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Telephone / email assistance via the office



Enhanced client contact



Client file retention & maintenance


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Forward provider correspondence
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
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Annual newsletter





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Liaising with 3rd party professionals



End of tax year service



Auto re-balancing (1 per year)
Investment adjustments (2 per year)
Contact
Administration
Quarterly newsletter
Professional services
Bespoke services

Provision of additional bespoke services
Our Service Proposition adviser fees
Percentage of funds under management
0.5% (per annum)