Legal Information
The FSA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.
Our documents use the KeyFacts logo - click on the link from more details of what this means.
Please download and read the following documents which are provided in Adobe Acrobat format.
Our standard Initial Disclosure document, giving you Key Facts about our services. This document is applicable to circumstances where we give you advice. It is not applicable where you buy products from, or arrange investments direct with, a provider without taking advice from us. |
Our standard Client Agreement Letter which we will ask you to sign at the first meeting if you wish to appoint us to act on your behalf. |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:
NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.