Client Responsibilities

GSI wants to build relationships, and part of any good relationship is a clear understanding of the responsibilities that each of us has.

With this in mind, GSI asks that our clients will take responsibility for a number of things:

• GSI cannot provide the excellent service that we strive to give unless we meet with our clients at least annually, if not more often.
• We ask that our clients read all literature carefully, and ask us if they have any questions. Our clients retain absolute discretion over all investment and implementation decisions.
• We ask that our clients respond to fund switch emails promptly and clearly.
• Our clients need to inform us of any material changes in their life, to make sure that our advice remains effective and appropriate.
• We ask our clients to talk to us before making large financial decisions, as we are often able to implement strategies that will save our clients money, hassle or both.
• Above all, we ask our clients to communicate with us. We are aiming for a relationship, and without communication no relationship will thrive.

Our aim is to see our clients and their investments thrive. We will work as hard as we can to achieve this, but we our clients’ help. We will aim for a relationship where our clients bloom.