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The same principle follows through to our Annual Reviews - the key of our client offering.
We are aware that many advisers produce an investment focussed report directly from their platform providers system (and may also send six monthly or quarterly reports by email to the clients). Again, because we want our clients to read and understand what is happening, we have a different approach.
Our standard is that our clients receive the documents five working days (often earlier) before our meeting. Clients are aware that it is their responsibility to read the documentation (as much as they want to) and have the updated information that we require available to us.
The Annual Review documents are always available in soft copy in a folder that is shared with clients, so we can assist them with secure destruction of the documents at any time in the future.
Moneyworks NZ LtdP: 0800 225 621E: firstname.lastname@example.orgP O Box 1003, Cambridge 3450
Licensed Financial Advice Provider - FSP 15281
Regulatory Information: Moneyworks is a Licensed Financial Advice Provider (FSP15281), and AML Reporting Entity and is supervised by the Financial Markets Authority.
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