Craigs Client Agreement

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Craigs Client Agreement

New Zealand has four entities, including Private Wealth, with $20 billion in client-managed funds; Institutional actions and research; Investment banking and QuayStreet Asset Management. Craigs also has a 50% participation partnership with Wilsons Advisory and Stockbroking in Australia. Our customers want SMSF. They want control and security of their names on their investments, and know exactly where their money is all the time. Customers remember what happened with their over-starvation balances in the GFC, and they want to make sure it doesn`t happen again. They want an investment strategy that suits them, which is regularly reviewed by a professional mentor to ensure that their dreams come true. “I`m doing everything I can to get what they want from customers. To provide them with the results they need, but at the same time recognize the other party`s interests and goals and find creative ways to reach an agreement,” says Craig, which recently assists clients in acquiring and leasing industrial real estate across the country, negotiates leases and asset leases for restaurateurs, eliminates REO real estate, represents borrowers in a multitude of financial transactions and represents a long-term client and senior REIT resident in the acquisition, leasing and development of facilities across the country. The first step in verifying your succession planning is to complete our client questionnaire (under the Customer Information tab) and determine which assets are included in your estate, i.e. which assets are controlled by you.

Very often, this control is held in common or by his spouse. The best way to complete this exercise is to list assets held by individuals and to list assets that are in common or in the spouse`s home. A simple chart or diagram of these relationships should be created. The second step is to complete the will and estate questionnaire in which you have the opportunity to design your will. The third step is to send an email to Craig Smith – Associates info@craigsmith.com.au If, at the first meeting, we both accept that there is a solid basis to continue, we will determine the extent of our advice and our fees. Before receiving advice, you will receive an honorary commitment for your agreement. No fee will be charged without your prior written permission. As a gesture of esteem and recognition to existing customers, Craig Smith -Associates now reimburses 25% of all initial insurance commissions from November 1, 2018.

There is no sunset clause in this offer. We are also expanding this offer to new customers. CSA currently advises approximately 150 client groups with approximately $60 million, which are advised and insured at more than $200 million.