| Standard Partner Service |  | A comprehensive annual review of your financial plan to take account of changing circumstances. |
| | To review existing arrangements and make changes likely to be beneficial. |
| | A review of your existing investment strategy |
| | framework financial 12 Point Health Check |
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| Premium Partner Service | | In addition to the above, the Premium Partner Service provides for greater access to your advisor, if required,
between review dates. |
| | A detailed assessment of the your Risk Profile to |
|  | Identify personal tolerance to investment risk and loss and to take it into account in the selection of suitable investment funds & asset allocation. |
| | Re-weight asset allocation to agreed benchmark. |
| | Provide an ongoing performance evaluation against comparative funds. |
| | Provide Statement of Benefits annually. |
| | As with the Standard Partner Service, Pension / Investment products will be arranged in a transparent fee-based manner. |
| | Where Life/Protection products are required as part of your solution, the commission received in excess of the product placement fee will be refunded to you within 30 days. |
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