BRONZE SERVICE LEVEL

As a Bronze Service Client of Pearson Financial Consultants Ltd. we will provide you with the following service.

You will benefit from a regular review together with investment monitoring and a valuation. This will enable you to benefit from our investment management and advice expertise.

• Review Meeting - we will provide a review for you on an annual basis which can be by face to face meeting, telephone or correspondence.
• Valuation Service - we will provide an annual valuation of your pensions and investments.
• Portfolio Reviews - your portfolio will be reviewed annually, or at an interim time if required, subject to a charge of £250.
• Opportunities - we may contact you or write to you if there are any opportunities which we think may interest you, or if there are any important developments which we feel may affect you.
• Tax Deadlines - we will remind you of important tax deadlines if appropriate.
• The Bronze Service level is provided at a charge of 0.5% per annum (subject to a minimum charge of £250) of the total value of your funds under our management.