01462458863 enquiries@handefs.co.uk

Legal statement

The FCA 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 Conducts Authority (FCA). To access the FCA's ownwebsite, The Money Advice Service, for more details on this and other money matters click here.

Please download and read the following documents, most of which we have provided in Adobe Acrobat format.

Client Information Disclosure Document

Client Information Disclosure Document. This document has been designed by the FCA for consumers considering buying certain financial products. You need to read this important document. It explains the service you are being offered and how you will pay for it.

Client Agreement

Our standard Client Agreement Letter which we will ask you to sign at the first meeting if you wish to appoint us to act on your behalf.

Ongoing Services and Investment Proposition 

The following document sets out the Investment Process and our Terms of Engagement.

 

 

 

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below: