Legal
The Financial Services Authority require that two documents be provided to our clients prior to any business being conducted on your behalf:
- Keyfacts about our
services This document is given to you at our first meeting and provides information
on products and services offered, fees, regulation and information on the FSA
Compensation coverage.
- The Terms of Business letter which includes information on our business method, fees, data collection and complaints process.
- Add Insurance PDF here Insurance PDF link here process.
Please download and read these documents to fully understand the Financial Adviser / Client relationship.
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