Private Client Advisory Services
The Private Client Advisory Services we will provide to you in respect of your Retail Insurance products are outlined in our Private Client Advisory Services brochure which you can access here.
Terms of Engagement & Financial Services Guide
For full details of the services we offer and how we operate, you should consult our Combined Financial Services Guide & Terms of Engagement document which you can access here. A copy of our Combined Financial Services Guide & Terms of Engagement will be sent to you upon submission of this consent declaration.
This consent is irrevocable
This consent will apply to all future renewals of these policies and is irrevocable. We may vary the consent by mutual agreement.
Willis Temby will obtain a new consent or seek a variation of the consent from you in connection with the renewal or variation of an insurance product if:
- The information disclosed to you is changed at the renewal, and
- The rate or frequency of commission benefit received after renewal is greater than the rate or frequency of monetary benefit previously disclosed.