Alexander House Financial Planning
Policy

Best Execution Policy

How client instructions and transactions are handled with the aim of achieving the best possible result.

How transactions are handledThe best execution policy explains how client instructions and transactions are handled with the aim of achieving the best possible result for the client.→

Relevant factors can include price, costs, speed, administration, the size and nature of the transaction, and the provider or platform used.

  • Recommendations should be supported by client-specific illustrations where relevant
  • Charges and transaction details should be explained before clients proceed
  • Specific client instructions may affect the way execution policy can be applied

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Speak to Alexander House about your next financial decision.

Email the team, or send a short note through the contact form. We will come back to you with a clear next step.

0800 090 3900