Common use of Material Interest Clause in Contracts

Material Interest. We will act honestly, fairly and professionally known as conducting business in ‘Client’s best interest’ regulations. Occasionally situations may arise where we or one of our other clients have some form of interest in business transacted for you. If this happens, or we become aware that our interests, or those of one of our other clients, conflict with your interest, we will write to you and obtain your consent, before we carry out your instructions, and detail the steps we will take to ensure fair treatment. In accordance with the rules of our regulator, The FCA, we are prohibited from accepting any payment (commission or other non-monetary benefits) which is likely to conflict with the duty of the firm to its clients. Most clients involved with Pension Income Planning Ltd are directly referred from IFAs who wish to use the specialist financial advice service offered by such a company and as such any work outside of the remit and scope of Pension Income Planning Ltd.’s terms of engagement will be referred back to the introducing firm. Clients who come directly to Pension Income Planning Ltd may require advice on Lasting Power of Attorney, ▇▇▇▇▇ and Trusts and Pension Income Planning Ltd recommend Countrywide South- East LLP as a provider of these services. Countrywide South-East LLP is wholly owned by the shareholders of Pension Income Planning Ltd and if this company is successful and profitable these individuals may benefit financially.