Our T’s & C’s

The Legal Stuff

Rules and regulations. Every type of business has them. A financial services business like ours needs to comply with the rulebooks of many, many different regulators and authorities

  • The Financial Conduct Authority
  • HM Revenue & Customs
  • The Information Commissioners Office

So to make our compliance as easy as possible, we’ve bunched everything we are required to disclose together. Here you can agree with what needs to be agreed with, before we can then offer you any of our advice or our services. Click on any link here to pour over our small print. If you do not understand something, or don’t like what you see, please contact us.

Many of you have seen this all before, but our regulator, the FCA insists you are reminded of our terms from time to time. Once you are happy with our terms kindly complete our simple agreement below.

2 – CLIENT AGREEMENT – OUR Ts & Cs

Client Agreement Form for

The General Data Protection Regulations – GDPR

 

Updating You
We have a regulatory responsibility to update you on a regular basis as detailed in our privacy policy. Our chosen method is via email, if you cannot accept this we need to talk.

Informing You
Please deselect as many or as few options as you would not find acceptable for marketing purposes. We will not bother you with endless offers and we will not pass on your contact details to any third parties.

I have read, understand and accept the terms of your Privacy Policy.

The Financial Conduct Authority Rules – FCA

I have read, understand and accept the terms of your Client Agreement.
I have read and understand your Managed Portfolio Service
I agree to give you a current copy of my passport and driving licence and accept you will need to carry out electronic verification of my identity.

Agreement Section

Please enter your full name