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infinity client charter

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1. Infinity is completely independent and not tied to any financial institution. 2. Infinity consultants will always carry out a comprehensive fact-find with our clients. This document allows us to determine your current financial circumstances, future plans, needs, objectives and attitude to risk. This document, as well as subsequent reviews, will form the factual basis on which our advice is given. 3. In line with current international legislation on money laundering, Infinity is required to carry out due diligence on clients and the source of funds. We will fully explain this process to you. 4. Infinity never handles your money. All financial dealings are conducted between you and the financial institution concerned. 5. Prior to completion of relevant application forms, Infinity will explain to you the type of product recommended and will supply you with the product brochure, technical guide and Product Key Facts Statement from the relevant financial institution for you to read and retain for future reference. 6. Infinity explains in full the charging structure and any possible cancellation penalties that you may incur prior to an application for any product. 7. Infinity will explain to you (if relevant to the product) that unit values can go down as well as up and that past performance is not necessarily a guide to future performance. 8. Some investment funds within an insurance policy may generate additional initial commission. If this is the case, we undertake to rebate this commission to you (in full) by way of increased allocation. In the event that a selected fund has an exit penalty, we will highlight these penalties to you in writing 9. Infinity is dedicated to building a long term business relationship with our clients and is committed to regular face to face meetings as part of our service. 10. All Infinity clients are provided with direct contact details of a senior member of the Board of Directors. Client Charter Infinity’s client charter sets out the basis of the relationship between Infinity, Infinity’s consultants and our clients. Infinity is regulated in Malaysia by the Labuan Financial Services Authority Company number: LL04446 Labuan FSA Licence Number BS200548 Infinity is regulated in Hong Kong Our Investment Management Partner Bestinvest is regulated in the UK by the Financial Conduct Authority (FCA)

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Page 1: Infinity client charter

1. Infinityiscompletely independent andnottiedtoanyfinancialinstitution.

2. Infinityconsultantswillalwayscarryoutacomprehensive fact-findwithourclients.Thisdocument

allowsustodetermineyourcurrentfinancialcircumstances,futureplans,needs,objectivesandattitude

torisk.Thisdocument,aswellassubsequentreviews,willform the factual basis on which our advice is

given.

3. Inlinewithcurrentinternationallegislationonmoneylaundering,Infinityisrequiredtocarryoutdue

diligenceonclientsandthesourceoffunds.Wewill fully explainthisprocesstoyou.

4. Infinitynever handles your money.Allfinancialdealingsareconductedbetweenyouandthefinancial

institutionconcerned.

5. Priortocompletionofrelevantapplicationforms,Infinitywillexplain to youthetypeofproduct

recommendedandwillsupplyyouwiththeproductbrochure,technicalguideandProductKeyFacts

Statementfromtherelevantfinancialinstitutionforyoutoreadandretainforfuturereference.

6. Infinityexplainsinfullthechargingstructureandanypossiblecancellationpenaltiesthatyoumay

incurpriortoanapplicationforanyproduct.

7. Infinitywillexplaintoyou(ifrelevanttotheproduct)thatunit values can go down as well as upand

thatpast performance is not necessarily a guide to future performance.

8. Someinvestmentfundswithinaninsurancepolicymaygenerateadditionalinitialcommission.Ifthis

isthecase,weundertaketorebate this commission to you (infull)bywayofincreasedallocation.Inthe

eventthataselectedfundhasanexitpenalty,wewillhighlightthesepenaltiestoyouinwriting

9. Infinityisdedicatedtobuilding a long term business relationshipwithourclientsandiscommittedto

regularfacetofacemeetingsaspartofourservice.

10. AllInfinityclientsareprovidedwithdirectcontactdetailsofaseniormemberoftheBoardofDirectors.

ClientCharterInfinity’s client charter sets out the basis of the relationship between Infinity, Infinity’s consultants and our clients.

InfinityisregulatedinMalaysiabytheLabuanFinancialServicesAuthorityCompanynumber:LL04446LabuanFSALicenceNumberBS200548

InfinityisregulatedinHongKong OurInvestmentManagementPartnerBestinvestisregulatedintheUKby

theFinancialConductAuthority(FCA)

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