LFM Investment Portfolio CA (New)
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16. Charges<br />
15.1.8.2. Following the valuation, the Company will prepare and issue a report to the<br />
Client(s) setting out the Company’s professional opinion with regard to:<br />
15.1.8.2.1. The overall value of investments.<br />
15.1.8.2.2. The change in value since the previous valuation.<br />
16.1. Initial services<br />
16.1.1. This will include:<br />
16.1.1.1. ‘Information collection’,<br />
16.1.1.2. ‘Research’,<br />
16.1.1.3. ‘Advice’,<br />
16.1.1.4. ‘Transactions’.<br />
16.1.2. The charge for the services will be assessed based on the value of those investments<br />
the Client(s) require to be overseen by the Company.<br />
16.1.3. The services will be charged at the following tariff:<br />
Value of the Client(s) investments<br />
Charge rate<br />
£1 - £50,000 £600<br />
£50,001 - £100,000 £831<br />
£100,001 - £150,000 £1,063<br />
£150,001 - £200,000 £1,294<br />
£200,001 - £250,000 £1,526<br />
£250,001 - £300,000 £1,758<br />
£300,001 - £350,000 £1,989<br />
£350,001 - £400,000 £2,221<br />
£400,001 - £450,000 £2,452<br />
£450,001 - £500,000 £2,684<br />
£500,001 - £550,000 £2,916<br />
£550,001 - £600,000 £3,147<br />
£600,001 - £650,000 £3,379<br />
£650,001 - £700,000 £3,610<br />
£700,001 - £750,000 £3,842<br />
£750,001 - £800,000 £4,074<br />
£800,001 - £850,000 £4,305<br />
£850,001 - £900,000 £4,537<br />
£900,001 - £950,000 £4,768<br />
£950,001 - £1,000,000 £5,000<br />
£1,000,000+ 0.50% of investment<br />
Page 11 of 15 <strong>LFM</strong> Customer Agreement - <strong>Investment</strong> <strong>Portfolio</strong> Service 01/01/2022
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