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.

5. Implementation

Implement the Agreed Plan

 

If subsequent meetings are required these will be discussed and agreed. Where this is necessary, when we have received your instructions, a completed application form and payment, these will then be forwarded to the relevant provider(s).

Details of any transactions undertaken through Fundworks Limited will be recorded on our back office system.