ࡱ> 7 ,19bjbjUU ^7|7|5l  8\4< nz(? $ x / (///" 8 //^/!|  ̡ 7Z |"tl >0n/   Firm Details Cameron Chase Ltd, First Floor, Portfolio Place, 498 Broadway, Oldham. OL9 9PY. Telephone 0844 477 3213 Fax 0844 477 3214 E-mail  HYPERLINK "mailto:contact@cameronchase.com" contact@cameronchase.com Cameron Chase Ltd is authorised and regulated by the Financial Services Authority (FSA). FSA Number 187598. You can check this on the FSAs Register by visiting the FSAs website  HYPERLINK "http://www.fsa.gov.uk/register" www.fsa.gov.uk/register or by contacting the FSA on 0845 606 1234. CLIENT CLASSIFICATION Cameron Chase Ltd classifies all clients as retail clients for investment business and consumers for non-investment insurance business, which means you, have all protections under the rules of the FSA. Should you wish to be classified differently for investment business, please discuss this with your adviser. In relation to non-investment insurance business, your adviser will inform you should your circumstances dictate that we would need to classify you differently. METHODS OF COMMUNICATION Unless you advise us otherwise, we will communicate with you via the following methods of communication; face-to-face, e-mail, telephone, letter or fax. INVESTMENT AND NON-INVESTMENT INSURANCE SERVICES Cameron Chase Ltd is permitted to advise on and arrange (bring about) deals in investments and non-investment insurance contracts. With regard to investments and non-investment insurance contracts which we have arranged for you, these will not be kept under review but we will advise you upon your request. However, we may contact you in the future by means of an unsolicited promotion should we wish to contact you to discuss the relative merits of an investment or non-investment insurance contract or service which we feel may be of interest to you. Cameron Chase Ltd does not handle clients money. We never accept a cheque made out to us (unless it is a cheque in settlement of charges or disbursements for which we have sent you an invoice) or handle cash. SCOPE OF ADVICE Investment We offer products from the whole market. Non-investment Insurance We offer products from a range of insurers on the basis of a fair analysis of the market for life insurance, critical illness and income protection. CONFLICTS OF INTEREST Cameron Chase Ltd offers advice in accordance with that disclosed to you in this agreement. Occasions may arise where we, or one of our other clients, have some form of interest in business being transacted for you. If this happens or we become aware that our interests or those of one of our other clients conflict with your interests, 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. TERMINATION OF AUTHORITY You or we may terminate our authority to act on your behalf at any time, without penalty. Notice of this termination must be given in writing and will take effect from the date of receipt. Termination is without prejudice to any transactions already initiated, which will be completed according to this Client Agreement unless otherwise agreed in writing. You will be liable to pay for any transactions made prior to termination and any fees, which may be outstanding. RIGHT TO WITHDRAW In the case of a non-packaged product ISA or PEP recommended you will be informed in writing of any right to withdraw or cancel you may have or, if it is the case, we will inform you in writing that no such rights will apply. CLIENT RISK You are advised that because investments can fall as well as rise, you may not get back the full amount invested. Past performance is not a guide to future performance. Any other risks associated with any product we may recommend to you will be explained within the documentation provided to you as part of the advice process. DATA PROTECTION The information you have provided is subject to the Data Protection Act 1998 (the Act). By signing this document you consent to us or any company associated with us (such companies include, for the avoidance of doubt, Paradigm Partners LLP and any member of its group and/or companies, persons or entities of any nature whatsoever with which it is associated or allied from time to time) processing, both manually and by electronic means, your personal data for the purposes of providing advice, administration and management. Processing includes obtaining, recording or holding information or data, transferring it to other companies associated with us, product providers, the FSA or any other statutory, governmental or regulatory body for legitimate purposes including, where relevant, to solicitors and/or other debt collection agencies for debt collection purposes and carrying out operations on the information or data. We may also contact you or pass your details to other companies associated with us to contact you (including by telephone) with details of any other similar products, promotions, or for related marketing purposes in which we think you may be interested. The information provided may also contain sensitive personal data for the purposes of the Act, being information as to your physical or mental health or condition; the commission or alleged commission of any offence by you; any proceedings for an offence committed or alleged to have been committed by you, including the outcome or sentence in such proceedings; your political opinions, religious or similar beliefs, sexual life; or your membership of a Trade Union. Please tick this box if you do not consent to any company or us associated with us processing any such sensitive personal data. ( If you are not happy for us or any company associated with us, to contact you for marketing purposes by e-mail, telephone, post or SMS, please tick this box. ( If at any time you wish us or any company associated with us to cease processing your personal data or sensitive personal data, or contacting you for marketing purposes, please contact The Data Protection Officer on 0844 477 3213 or in writing to Cameron Chase, First Floor, Portfolio Place, 498 Broadway, Oldham. OL9 9PY. You may be assured that we and any company associated with us, will treat all personal data and sensitive personal data as confidential and will not process it other than for a legitimate purposes. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data. Subject to certain exceptions, you are entitled to have access to your personal and sensitive personal data held by us. You may be charged a fee (subject to the statutory maximum) for supplying you with such data. PAYMENT FOR SERVICES You may pay for our services either by the payment of a fee, payment by commission (product charges) or a combination of fees and commission. Payment by Fees We will agree the rates we will charge before beginning work. Our typical charges will be based on the following: To analyse your current situation, prepare a detailed Financial Profile Report and present you with our proposed strategies and solutions via a comprehensive Financial Planning Report we charge a minimum of 750 and up to a maximum of 3,000 dependent upon the size and complexity of your portfolio. Additionally we charge ongoing retainer fees, which we will explain in further detail at our initial meeting. A detailed fee agreement will be provided and explained and your agreement sought before proceeding with any work on your behalf. We will tell you if you have to pay VAT. Payment by Commission (through product charges) If you buy a financial product we may receive commission on the sale from the product provider. Although you may pay nothing to us up front, that does not mean our service is free. You will still pay us indirectly through product charges. Product charges pay for the product providers own costs and any commission. These charges reduce the amount left for investment. If you buy direct, the product charges could be the same as when buying through an adviser, or they could be higher or lower. The amount of commission we receive will vary depending on the amount you invest and (sometimes) how long you invest or your age. For example If you invest 100 per month into a unit trust we could receive commission of 5% of all payments, this would be approximately 60 per annum. If you paid 100 per month into a personal pension with a term of 25 years then we could receive commission of 288 initially and 1.20 each year from month 1. If you invest 10,000 into an investment bond we could receive 450 as an initial payment. If you invest 10,000 into a unit trust we could receive commission of 3% of the initial investment and 0.5% of the sum invested at the end of year 1, this could amount to 300 initially and 50 from year 1 dependent on the value of your investment. If you invest 10,000 into a pension we could receive 4.5% of the initial investment, this could amount to 450. We will tell you how much the commission will be before you complete an investment, but you may ask for this earlier. Paying by a Combination of Fee and Commission (through product charges) We could charge you a combination of fees and commission. The actual amounts will depend on the service provided to you, but will be in line with the arrangements set out in the section headed Payment by fee and Payment by commission (through product charges). If we receive any other form of benefit from the issuer of a security or from another intermediary, we will inform you, but we will not tell you its amount unless you ask us to do so. By signing this agreement, you do however agree for the firm to retain trail or renewal commission up to an amount specified within the fee agreement agreed between you and Cameron Chase Ltd. Please note that there is a possibility that other costs, including taxes, could be incurred related to transactions in connection with investment business that are not paid via the firm or imposed by it. For certain transactions that we recommend to you, Cameron Chase Ltd will accrue a notional entitlement under a discretionary settlement. The value of this entitlement does not impact on the overall charges applied to your investment, and the actual cost to you will be disclosed as required by the FSA. In addition to the above, for certain transaction that we recommend to you, we will also receive a royalty payment from the provider as part of the annual management charge. This payment will be made on an annual basis and again will not affect the charges applied to your contract as disclosed to you at the point of application. We will be happy to provide you with details of the payments as they relate to your investment should you request these. COMPLAINTS If you wish to register a complaint, please contact us: In writing: Write to Cameron Chase Ltd, First Floor, Portfolio Place, 498 Broadway, Oldham. OL9 9PY. By phone: Telephone 0844 477 3213 If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service. COMPENSATION ARRANGEMENTS We are covered by the Financial Services Compensation Scheme (FSCS). You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim. Most types of investment business are covered for 100% of the first 30,000 and 90% of the next 20,000 so the maximum compensation is 48,000. Further information about compensation scheme arrangements is available from the FSCS. ACCOUNTING TO YOU Unless in exceptional circumstances, we will confirm to you in writing the basis or our reason for recommending the transaction, executed on your behalf. We will also make arrangements for all your investments to be registered in your name unless you first instruct us otherwise in writing. We will forward to you all documents showing ownership of your investments as soon as practicable after we receive them; where a number of documents relating to a series of transactions is involved, we will normally hold each document until the series is complete and then forward them to you. INVESTMENT OBJECTIVES & RESTRICTIONS Following the issue of this agreement any subsequent advice or recommendation offered to you will be based on your stated investment objectives, acceptable level of risk and any restrictions you wish to place on the type of investments or policies you are willing to consider. Details of your stated investment objectives will be included in the suitability report we will issue to you to confirm our recommendation. Unless confirmed in writing, to the contrary, we will assume that you do not wish to place any restrictions on the advice we give you. CLIENT CONSENT I/We understand and consent to the above terms and hereby authorise the transfer of information, as described above on a confidential basis when warranted between such third parties. I/We agree that this client agreement will come into effect from the date of issue. 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