Financial Planning Services Agreement
Please note that you have the option to remove the selected option at any time, and this is when your financial planning service will end with Chapters Financial Limited. This can be revived through additional negotiations. Develop and prepare a recommended financial planning strategy based on your agreed needs and circumstances. This is our standard customer agreement that we want to rely on. For your own good and protection, you should read these terms carefully before continuing our service. If you do not understand a point, please ask for more information. The terms of this Customer Agreement will come into effect as soon as you instruct us to do business and services for you and will remain in effect until further notice. Below are some typical costs, for example for services: if necessary, get additional information about yourself and your financial situation. Once the first solutions are established, it is important to regularly review your financial programming, as your life and wealth evolve, adapt and modify your strategy to reflect your evolving aspirations and needs.
Chapters Financial Limited provides independent financial advice and therefore offers investment services and markets products from across the market and from a number of non-investment insurance insurers (e.g. B Term Assurance, Critical Illness Cover, Permanent Health Insurance, Private Medical Insurance) based on a comprehensive and fair analysis of the market.