the provision of non-independent investment advice combined with either: an offer to the client, at least on an annual basis, to assess the continuing suitability of the financial instruments in which the client has invested; or with another on-going service that is likely to be of value to the client such as advice about the suggested optimal asset allocation of the client; or
la fourniture de conseils en investissement non indépendants combinée à soit une offre faite au client d'évaluer, au moins annuellement, si les instruments financiers dans lesquels il a investi continuent à lui convenir, soit un autre service continu susceptible d'être utile au client, par exemple des conseils sur l'allocation optimale suggérée de ses actifs; ou