SILVER SERVICE LEVEL

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

You will benefit from regular reviews, investment monitoring and valuations. This will enable you to benefit from our investment management and advice expertise.

• Review Meetings - we will provide reviews for you on a half yearly basis which can be face to face meeting, telephone or correspondence.
• Valuation Service - we will provide a half yearly valuation service of your pensions and investments.
• Portfolio Reviews - your portfolio will be reviewed half yearly, 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 Silver Service level is provided at a charge of 0.7% per annum (subject to a minimum charge of £500) of the total value of your funds under our management.