LFM Investment Portfolio CA (New)

20. Estimate of actual personal costs
If you are a new customer establishing a portfolio:
The cost of initial services based on a portfolio value of £[ ] will be: £
The cost of future ongoing services will depend on the performance of
investments. At the current tariff rate of [ ]%:
Where the value remained level, the cost would be:
Where the value increased by 10%, the cost increase to:
Where the value of investments reduced by 10%, the cost would reduce to:
£
£
£
If you are an existing customer making a further investment to an existing portfolio:
The cost of additional investment services based on an additional
investment of £[ ] will be:
£
The additional cost of future ongoing services will depend on the
performance of investments. At the current tariff rate of [ ]%:
Where the value remained level, the cost would be:
Where the value increased by 10%, the cost increase to:
Where the value of investments reduced by 10%, the cost would reduce to:
£
£
£
If you are an existing customer retaining an existing portfolio without making a further
additional investment:
The cost of future ongoing services will depend on the performance of
investments. At the current tariff rate of [ ]%:
Where the value remained level, the cost would be:
Where the value increased by 10%, the cost increase to:
Where the value of investments reduced by 10%, the cost would reduce to:
£
£
£
Page 14 of 15 LFM Customer Agreement - Investment Portfolio Service 01/01/2022