Implementation/ Intermediation Process

This process only begins once we have your agreement on the strategy to be put in place. This may involve arranging investments or acquiring products on your behalf or simply implementing a specific financial planning process. This may include:

  • Handling of all fund and policy administration on your behalf
  • Regular updatesto keep you informed of progress
  • Ensure all your documents are issued in linewith your expectations
  • Confirmation of all actionstaken on your behalf inwriting
Clayton Holmes Naisbitt