You will soon be presented with our Client Agreement document. Here we expand on the information and explain in more detail the service to be provided and the associated costs.

 

 

No Advice/Execution-only
The transactional service merely undertakes a transaction at your specific request and is processed on an execution-only basis.  You will have made this decision yourself. You will be provided with the relevant illustrations, product brochures and application form.  We will not provide any comment on the product or its suitability for you. You will be asked to put your explicit instructions in writing.

 

Limited Advice
If you specifically instruct Fundworks Limited that you do not wish to discuss a particular area of financial advice and that area should not form part of the advice given, this will be considered to be “limited advice”.  In which case, the standard advice process below will be followed but specifically in relation to the requested area.  You must be aware that if you limit the information provided, this may detract from the completeness of the advice given, and that any information not disclosed could affect how appropriate that advice is to your circumstances.