Client Documents

	Terms of Business & Client Agreement	This agreement sets out the terms under which we will provide our services to you.
	Client Fact Find	Client Fact Find Document - Confidential questionnaire to gather information about you.
	Sustainability Suitability	Sustainability Suitability Assessment Document - Confidential questionnaire to gather information about your sustainability preferences.
	Change of Servicing Agent	Letter of Authority - Request for new financial adviser.
	Renumeration	Our Renumeration Policy.