I need a terms of business writing
- or -
Post a project like this£100(approx. $125)
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Liverpool
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Description
Experience Level: Expert
I need a terms of business writing for an outsourced paraplanning company.
Basically, what we do is offer services to financial advice firms by way of writing suitability reports for their clients in relation to their financial advice.
The terms of business will need to cover what we do, what information we will need to access from the company, that we will need to process their clients personal data. It will also need to cover our payment terms, that we have no liability over advice given, this remains with them.
Happy to discuss further over phone.
Thanks
Ryan
Basically, what we do is offer services to financial advice firms by way of writing suitability reports for their clients in relation to their financial advice.
The terms of business will need to cover what we do, what information we will need to access from the company, that we will need to process their clients personal data. It will also need to cover our payment terms, that we have no liability over advice given, this remains with them.
Happy to discuss further over phone.
Thanks
Ryan
Ryan S.
98% (13)Projects Completed
9
Freelancers worked with
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Projects awarded
53%
Last project
12 Dec 2023
United Kingdom
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