Price & Value

We have used the following criteria to determine fair value:

• The client is in the right service to meet their needs and objectives
• The client is within the target market for the product/service they are in
• The offering is transparently sold and well supported
• The client receives everything from the offering that has been previously agreed
• The overall client charges are proportionate to the benefits and value the client receives and the costs associated with delivery of the offering

With the information, key performance indicators and data available the following JM Finn offerings do provide fair value for clients:

• Tailored Platform Solutions (TPS)
• Managed Portfolio Service (MPS)
• Indirect Discretionary Portfolio Management (DPM)

If it is ever determined that our offering is no longer providing fair value to the client, an action plan will be put in place with measurable timescales for remediation, all of which will be shared with you.