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English to French: Engagement Agreement Excerpt General field: Bus/Financial Detailed field: Business/Commerce (general)
Source text - English This Engagement Agreement is prepared to provide you with an understanding of the insurance and financial services available for you and our respective responsibilities in that process. You understand that the calculations, projections, advice and recommendations provided will be based on the information you provide. You understand these will be projections only and that the actual results can and will vary depending on a number of factors.
The development of any part of your lifestyle protection plan, including your insurance plan, is a process that requires a needs analysis review and monitoring to ensure that strategies remain consistent with your goals, needs and priorities. Any changes, such as marital status, employment status, health or other personal or financial circumstances should be communicated to me, in order to make necessary updates to your plan.
My responsibilities include preparing a plan and making recommendations that are consistent with your goals, needs and priorities. As well, I will review and monitor the plan to make ongoing recommendations, as needed.
The success of our relationship and the ongoing suitability of any solutions we implement will be dependent upon each of us fulfilling our responsibilities and being accountable to each other.
Translation - French Cet Accord d'Engagement est préparé pour vous fournir une compréhension des services d'assurance et financiers disponibles pour vous et de nos responsabilités respectives dans ce processus. Vous comprenez que les calculs, projections, conseils et recommandations fournis seront basés sur les informations que vous fournissez. Vous comprenez qu'il ne s'agira que de projections et que les résultats réels peuvent varier et varieront selon un certain nombre de facteurs.
L'élaboration de n'importe quelle partie de votre plan de protection de style de vie, y compris votre régime d'assurance, est un processus qui nécessite un examen et un suivi de l'analyse des besoins pour garantir que les stratégies restent cohérentes avec vos objectifs, vos besoins et vos priorités. Tout changement, tel que l'état matrimonial, le statut d'emploi, la santé ou d'autres circonstances personnelles ou financières, doit m'être communiqué afin d'apporter les mises à jour nécessaires à votre plan.
Mes responsabilités comprennent la préparation d'un plan et la formulation de recommandations conformes à vos objectifs, besoins et priorités. De plus, j'examinerai et surveillerai le plan pour faire des recommandations continues, au besoin.
Le succès de notre relation et la pertinence continue de toutes les solutions que nous mettons en œuvre dépendront du fait que chacun d'entre nous s'acquitte de ses responsabilités et se rend compte les uns des autres.
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Years of experience: 4. Registered at ProZ.com: Sep 2015.
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Bio
Greetings! Are you in need of accurate and cost-effective English to Canadian (Quebec) French translations? Look no further! With over 10 years of experience in the field and as a native Quebecois living in Alberta, I am uniquely qualified to provide top-quality translations for your project. Let's work together to achieve great results!
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