Documents for download
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.
Some of our documents use the Keyfacts logo required by the Financial Services Authority. To access the FSA's own moneymadeclear website click here.
Please download and read the following documents which are provided in Adobe Acrobat format.
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About us - Investment, Pensions, Home Finance Products (not including Equity Release) and Insurance |
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About us - Home Finance Products (not including Equity Release) and Insurance |
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About us - Lifetime Mortgages and Home Reversionary Plans Only |
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This document provides you with the different levels of service that we can offer you. |
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This document provides you with the fees for each level of service provided. |
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This document provides you with the fees for each level of service provided |
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This document shows you what is involved in reviewing a plan. |
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This document provides you with the details of the service we are able to offer and the cost of this service. |
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Our User Terms |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:
