Details.
A professional investment portfolio management service. Lifespan Financial Planning manages a client's investment portfolio on a discretionary basis in accordance with a pre-agreed Investment Program, including rebalancing investments or replacing one investment with another without contacting the client in advance. The service is available to clients who enter into an MDA Contract. A financial adviser recommends the service in a Statement of Advice where it is considered suitable, prepares the Investment Program, and reviews its suitability at least once every 13 months.