Annual Advisory Lite Engagement

Ideal for those seeking regular handholding and reviews without implementation support.

Key Features:

1. Core Advisory Services: This plan includes all features of the Annual Comprehensive Advisory Engagement or Annual Investment Advisory Engagement, excluding points 5, 6, 7 and 8 above.

2. No Execution and Reporting Support: Clients are responsible for managing their own execution and reporting requirements.

3. Portfolio Reporting Requirement: Clients must provide their portfolio report in our specified format during the financial review exercise.