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.
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.
The following document sets out the Key facts about our services for investment and insurance under our Sesame Select panel. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice. |
The following document sets out the Key facts about our services for investment and insurance coverng the whole market. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice. |
This document lays out our scale of charges, however we will discuss your preferences as to how we are paid when you ask us for advice. |
Our Terms of Business Letter |
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