Service Implementation

The strategies that are reflected in your UOM are comprehensively dealt with by us in your personalised written Statement of Advice (SOA). The SOA clearly explains on a step by step basis how you will achieve your goals by implementing our strategy recommendations. The SOA also details our recommended investment products that form part of our services offering. You will find full a complete list of the areas in which we provide advice under 'Our Areas of Strategic Advice'.

As part of our comprehensive service to you, we implement the recommended strategies contained in your SOA. When finalised, we meet with you to confirm that the implementation is complete and that you are moving towards ensuring that the UOM becomes a reality.

We understand that personal circumstances, governing laws and financial markets change frequently. Accordingly, on a regular ongoing basis we meet with you to make sure that the strategies and the recommendations contained in the UOM continue to remain relevant to your present circumstances and that you remain on track to achieve your goals.

Back to the home page