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Client Responsibility


You should provide Fundworks Limited with any information requested to enable us to provide the appropriate advice and services required.  It is important that you do not unreasonably withhold any information.  Please note that all advice provided will be based on the information provided.

4. Agree Financial Plan

Present & Agree Financial Plan (Second Meeting) Depending on what we agree together, you will either be sent the report for you to review or we will arrange to meet again and discuss its contents. The report will comprehensively outline your current position and will detail our professional observations in each area.  By examining these observations against your stated objectives, we will recommend the actions we believe will, if followed, reduce the barriers to your objectives, minimise any risks we have identified and maximise the opportunities for achieving your goals. These action points may cover various time horizons (immediate implementations and considerations for the future) dependent on any known or foreseeable events. The report will also contain the supporting information behind the recommendation including where applicable, illustrations and product brochures (including key features documents). Should you have any questions on any of the elements of the report please do ask as it is important you understand the reasons for the recommendations and how the recommended product(s) work.

Costs The costs associated with the recommendation(s) will also be made clear in the report for you. Where applicable we will enclose our invoice with the report, for the fee agreed which requires settlement within 14 days.

Time Line The second meeting will typically last between one and two hours, depending on the complexity of your situation.  You may wish to include other parties such as spouse, children or other professional advisers.

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