Providing advice. 25.1. This section applies where we provide advice in connection with the Pension Advice Service or Wealth Management Service. 25.2. The advice services include our offer to you to act as an agent between the product provider and yourself to facilitate your purchase of any investment or policy we may recommend 25.3. We will give you full information on any products and services we may recommend to you. 25.4. Whilst it is our intention to implement any recommendations we make; you will not be under any obligation to accept the recommendations or invest in any particular product or policy or to instruct us to implement any of the recommendations. However, we will not implement any products or policies which we have not recommended to you. 25.5. Where you agree for us to implement the recommendations issued in your Pension Suitability Report or Wealth Management Investment Proposal, we will follow your instructions in respect of our recommendations and arrange any required transactions on your behalf in a timely manner. 25.6. The product provider is responsible to you for the operation of any product or policy you acquire or investment you may make following our recommendation.
Appears in 3 contracts
Sources: Client Agreement, Client Agreement, Client Agreement