LFM Investment Portfolio CA (New)

More documents

Recommendations

Info

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
20. Agreement to proceed 20.1. The terms of this agreement will be binding once signed by the Client(s) and on behalf of the Company by one of its directors: Name of Client(s): Date Signature(s): On behalf of Leabold Financial Management Limited: Director Page 15 of 15 LFM Customer Agreement - Investment Portfolio Service 01/01/2022
Page 1 and 2: Customer Agreement ‘Investment Po
Page 3 and 4: 5. Client Classification 5.1. The C
Page 5 and 6: 9.2. The Client(s) prefer to receiv
Page 7 and 8: 15.1.1.1.3. The Client(s) relevant
Page 9 and 10: 15.1.5. Forwarding and monitoring 1
Page 11 and 12: 16. Charges 15.1.8.2. Following the
Page 13: 17. Payment of charges 17.1. Where

LFM Investment Portfolio CA (New)

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?