LFM Investment Portfolio CA (New)
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16.2. Additional investments services<br />
16.2.1. This will include:<br />
16.2.1.1. ‘Information collection’,<br />
16.2.1.2. ‘Research’,<br />
16.2.1.3. ‘Advice’,<br />
16.2.1.4. ‘Transactions’<br />
16.2.2. The charge for the services will be assessed based on the value of the additional<br />
investment the Client(s) require to be overseen by the Company.<br />
16.2.3. The ‘additional investments service’ will be charged at the following tariff:<br />
Per amount of additional investments<br />
Charge rate<br />
£50,000 £400<br />
16.3. Ongoing services<br />
16.3.1. This will include:<br />
16.3.1.1. ‘Forwarding and monitoring’.<br />
16.3.1.2. ‘Periodic review’,<br />
16.3.1.3. ‘Periodic investment portfolio valuation’,<br />
16.3.1.4. Assistance with annual HMRC reporting on relevant taxation matters,<br />
16.3.1.5. ‘Advice’ and ‘Transactions’ arising from:<br />
16.3.1.5.1. Switching of investments between tax accounts,<br />
16.3.1.5.2. Changes to regular capital withdrawals,<br />
16.3.1.5.3. Ad-hoc capital withdrawals,<br />
16.3.1.5.4. Changes in the Client(s) attitude to investment risk,<br />
16.3.2. The charge for the services will be based on the total value of the investment that will<br />
be overseen by the Company.<br />
16.3.3. The ‘ongoing services’ will be charged at the following tariff:<br />
Value of the Client(s) investments<br />
Charge Rate<br />
Minimum charge<br />
Charge rate<br />
1.0%pa of investment value<br />
£250pa<br />
Page 12 of 15 <strong>LFM</strong> Customer Agreement - <strong>Investment</strong> <strong>Portfolio</strong> Service 01/01/2022