Allan Investment Management Ltd

There is an initial charge for advice and arranging an investment plus an additional charge for any ongoing work such as periodic or ongoing reviews, the details of which will be agreed with you in writing before we carry out any chargeable work. You can cancel our ongoing services at any time. Protection products may generate commission which normally will cover the costs of the work we undertake on your behalf but there may be occasions when we levy a fee. Where commission is paid we will always disclose in writing the amount of commission that we receive. The fees or commission received by our company are not paid in full to your personal adviser; he or she is, remunerated but the Company has to cover its overheads such as rents, rates, etc. Our charging structure is fully compliant with the recommendations put forward in the Retail Distribution Review which came into effect in January 2013 and we believe that we offer competitive pricing for the level of expertise we offer to all our clients.