Let’s see if we can get our working relationship off the ground.
This form has been created to allow us to efficiently gather some initial information and to allow us to update that information from time to time. Our regulator insists that we “know our client” before we can offer any advice. Much of the information asked for in this form is required to fulfil our regulatory responsibilities or to ensure the information we currently hold is correct.
Up to date information ensures that any advice that we may subsequently offer is personalised and suitable.