2022-03-22 GDD

How we are paid
Before we agree to provide a service to you, we will provide details of the basis on which
we will be paid, together with an estimate of the actual cost. This is set out in a ‘Customer
Agreement’ document that sets out the scope and nature of the services you will receive, as
well as when and how you will need to pay us.
Before we commence to provide a service, it will be necessary for you to sign the Customer
Agreement and return it to us. It will then be countersigned by a director of the Company
and a copy returned to you.
You have the option to pay for our services directly, or for the providers of your financial
products to deduct our charges from your financial products and pass these on to us (known
as ‘Adviser Charging’). Where you choose to pay us directly, we will invoice you for the
agreed amount on completion for payment within 30 days.
Page 19 of 34 General Disclosure Document 23/3/2022