新葡京娱乐新葡京网站新葡京官网新葡京免费开户新葡京免费注册 Initial & Ongoing Advice

Initial & Ongoing Advice

The preparation of a Statement of Advice and its implementation is the commencement point of a long-term ongoing Client / Adviser relationship.

Such a relationship is also implied at law to be ongoing and, in most cases, will be required by clients desiring that advice and assistance are available on a continuing basis.

On-going services will therefore include:

  • Tracking of existing investments
  • Strategic reviews
  • Portfolio valuations and reviews
  • Information on new appropriate investment opportunities
  • The provision of newsletters
  • On-going consultations as required

To discuss Ongoing Financial Advice, click here