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.

3. Prepare Financial Plan

Where necessary, we will forward your authorities to the relevant product providers.  The additional details issued by the provider will be analysed with the information gathered at the initial meeting. We may need to revert back to you for further information and ask your permission to liaise with your other professional advisers (accountant, solicitor, investment managers, etc). Using internal and external technical research we will prepare a report to suit your individual objectives.  This will also be assessed against your attitude to risk, your time horizon, associated costs, part performance, asset allocation and expected returns. We will endeavour, wherever possible, to consider tax planning opportunities and in this respect we will often wish to liaise with your other tax advisers.  Please note that the Financial Conduct Authority does not regulate tax advice.

Time Line The research and report preparation may typically take 3-6 weeks to complete.  We will liaise with you during the preparation process to inform you of any delays.