6. The Catalyst for Your Journey Legacy Investments Portfolio on Wrap Unit Trust 1. Charges 2. Risk 3. Features & Benefits ISAs Bonds Pensions Asset Allocation Institutional Retail
8. Adviser reviews analysis and confirms recommendations Adviser delivers the ongoing service proposition Adviser meets client & submits LOA’s / Risk Profile Adviser meets client to discuss recommendations process Process Outline Letter Business Closure Letter Report, illustrations & all pre-populated forms produced Funds chased & invested 1st draft of analysis and policy issues Client established on wrap Full reconciliation
31. Working with you IN your business incurs no explicit charge to the firm.
32. A contingency fee of 1% is charged to clients. - Contingency basis means clients only pay if they benefit. - The charge is limited to the assets they transform. - We have no influence over what you and your client decide to transform.