Platinum - Corporate Financial Planning IISD
CONTENTS WELCOME TO PLATINUM FINANCIAL PLANNING LIMITED
01 01 01 02 02 03 03 03 04 05 06 07 07 09 10 11 12 13 13 14 15 15 15
About Us
About TenetConnect Limited
About Our Corporate Business Services
Important Information
OUR WORKPLACE PENSION & AUTO ENROLMENT SERVICES Our Workplace Pension & Auto Enrolment Services What Can You Expect to Pay for Our Advice? Our Workplace Pension & Auto Enrolment – Initial Charges
Our Workplace Pension & Auto Enrolment – Ongoing & Review Charges
Other Benefits we may receive
OUR INVESTMENT SERVICES Our Wealth Management Services Our Wealth Management – Initial Charges Our Wealth Management – On-going Charges Our Wealth Management – Ad-hoc Charges Our Wealth Management Payment Options OUR EMPLOYEE BENEFIT AND BUSINESS INSURANCE SERVICES Our Employee Benefit & Business Insurance Services
Our Commercial Mortgage Services
ADDITIONAL INFORMATION
Complaints Process
Financial Services Compensation Scheme
Made with FlippingBook - Online magazine maker