THE OORF
The operating record for the relationship.
DISCOVER, RESOLVE and NAVIGATE are tied together by the Operational Oversight and Reporting Framework, or OORF.
What the OORF records.
The OORF is the client specific operating record of the engagement.
It records what has been agreed Nickolds Wealth will coordinate, oversee, measure and report, together with roles, responsibilities, review cadence and relevant parameters supplied or expressly approved by you and, where appropriate, your authorised advisers.
It creates one agreed reference point across a financial life that may otherwise be distributed across private banks, investment managers, advisers, documents and individual memories.
What the OORF is not.
The OORF is not an investment policy statement, investment mandate, suitability assessment or investment advice.
Nickolds Wealth does not formulate investment parameters. We record agreed parameters, organise and measure information against them, coordinate the agreed work and refer matters requiring regulated or specialist judgement to the appropriate adviser.
DISCOVER establishes the position.
RESOLVE addresses what requires attention.
NAVIGATE keeps the framework current.
PRIVATE WEALTH. BUILT AROUND YOU.
DISCOVER · RESOLVE · NAVIGATE
Discuss your current arrangements