Platinum - Corporate Financial Planning IISD

WEALTH MANAGEMENT SERVICES

ON-GOING ADVICE & REVIEW CHARGES Platinum Financial offer a range of Review Services, carefully selected and bundled together to compliment and support your business’s financial needs. Platinum Financial offer you a range of options that include important services to ensure that you get the best from your investment portfolio. Our typical fees are detailed below. Once you have purchased an on-going service package you may cancel it at any time, without charge, by writing to us at 157 Upper Newtownards Road, Belfast, BT4 3HX. We also recognise that an on-going service package is not suitable for everyone and that some of our business clients would simply like to use our services when they need them. For this purpose, we are also happy to undertake future ‘ad-hoc’ or one-off reviews of an investment portfolio we arranged on your behalf.

PLATINUM Our Platinum Review Service is designed for clients who have an investment portfolio of more than £250,000. Business clients with this level of investment will typically benefit from more frequent contact with their adviser. Provides: 6 Monthly Review Meeting Quarterly Fund Review (by correspondence) Portfolio Rebalancing Quarterly Market Insights (by correspondence) Risk Profile Review No Charge for Fund Switches Valuation Statement On-going Access to Adviser by Telephone and E-mail IHT / Estate Planning / Tax PlanningOn-going Access to Support Staff by Telephone and E-mail Cash Flow Modelling (if required)

Our Platinum service is available for 0.75% of the value of your portfolio per year. This is charged on a monthly basis at the rate of 1/12th of 0.75% per month. For example:

If your portfolio was worth an average of £250,000 over a 12 month period, the average monthly charge would be (£1,875 / 12) = £156.25 per month. If your portfolio was worth an average of £400,000 over a 12 month period, the average monthly charge would be (£3,000 / 12) = £250.00 per month. The exact amount we charge each month will depend on the value of your investment and will increase if the value of your portfolio goes up. PREMIUM Our Premium Review Service is designed for business clients who have an investment portfolio between £50,000 and £250,000. An investment portfolio of this size will benefit from regular contact with your adviser. Provides: Annual Review Meeting Quarterly Fund Review (by correspondence) Portfolio Rebalancing Quarterly Market Insights (by correspondence) Risk Profile Review No Charge for Fund Switches Annual Valuation Statement On-going Access to Adviser by Telephone and E-mail IHT / Estate Planning / Tax PlanningOn-going Access to Support Staff by Telephone and E-mail Cash Flow Modelling (if required) If your portfolio was worth an average of £75,000 over a 12 month period, the average monthly charge would be £562.50 / 12 = £46.88 per month If your portfolio was worth an average of £150,000 over a 12 month period, the average monthly charge would be 31,125 / 12 = £93.75 per month. The exact amount we charge each month will depend on the value of your investment and will increase if the value of your portfolio goes up STANDARD Our Premium Review Service is designed for business clients who have an investment portfolio between £50,000 and £250,000. An investment portfolio of this size will benefit from regular contact with your adviser.] Provides: Basic Annual Review Meeting Annual Valuation Statement Annual Risk Profile Review No Charge for Fund Switches Annual Fund Review On-going Access to Support Staff by Telephone and E-mail Fixed Cost = £375 Our Premium Service is available for 0.75% of the value of your portfolio per year. This is charged on a monthly basis at the rate of 1/12th of 0.75% per month. For example:

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