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.

6. Regular Review

We will carry out a systemised review of your plan to make sure you stay on track to meet your goals and objectives. We will discuss:


Have your personal circumstances or goals changed?
How has your portfolio performed?
Do we need to make any changes?
Has risk attitude changed?
Re balancing portfolio?


Frequency of the reviews and the format of the review e.g. face to face, telephone based or written will differ depending on the proposition level.

See section headed Services.