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.

1. Initial Meeting

Your adviser will introduce themselves and the firm to you and provide you with a business card with their contact details.

 

Your adviser will also discuss our client disclosure documents with you;

 

Client Agreement

Our Business Proposition To You and Fee Structure

 

It is at this meeting that you will generally be presented with this brochure detailing our services and how we work with you.