Existing clients will not be charged for standard insurance policy servicing for policies bought through me. Standard insurance policy servicing includes
- Updating personal particulars.
- Change of payment details (e.g. change of bank account, monthly to yearly etc) and
- Processing claims for death, disability, critical illness and hospitalisation.
Existing clients who previously did insurance planning through me will also not be charge if they wish to review or purchase new insurance policies unless their financial situation has changed so significantly that a comprehensive review is required.
Existing clients who wish to seek investment advice will not be charged if they are on the Retainer Service.
Those who did will planning through me will also not be charge if they wish to amend their wills unless their family situation has changed so significantly that a comprehensive estate plan is required. In anycase, the legal fees for writing wills/trusts are still chargeable by the respective will writers and trust companies.
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