Below are a series of documents that you may find useful.
Our Confidential Factfind is used to record all the personal and financial information we require to make a thorough assessment of our clients’ requirements. Please feel free to download and complete this form and then return it to us at our office address or via email to firstname.lastname@example.org.
Our Expenditure Questionnaire may also be downloaded for completion.
Our Treating Customers Fairly Policy details the approach our directors and staff take when doing business and how our customers can expect to be treated during this process.
Our Core Values & Business Practices statement reconfirms our commitment to the highest levels professionalism within our industry.
Also available for download are our Terms of Business for Group Pensions.
We also provide Execution-Only Terms of Business for when we arrange a financial product without providing financial advice.