Documents Section

Update: Please be aware our fee structure has changed.

PDF

Client Agreement

Editable-ClientAgreement-V1.0-May-2020.pdf

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PDF

Fee Agreement

Editable-Fee-Agreement-V1.0-May-2020.pdf

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PDF

Services & Fees

Services-and-Fees-V1.0-May-2020.pdf

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PDF

Individual Letter of Authority

Editable-Letter-of-Authority-Change-of-Agent-Form-V1.0-May-2020.pdf

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PDF

Introducer Guide

Introducer-Guide-V1.0-May-2020.pdf

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PDF

Client Guide

ClientAgreement-V1.0-May-2020.pdf

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PDF

Customer Privacy Notice

Editable-Client-Privacy-Notice-V1.0-May-2020.pdf

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PDF

Introducer Privacy Notice

Introducer-Privacy-Notice-V1.0-May-2020.pdf

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PDF

How To Complete the Pensionhelp Fee Agreement

How-to-Complete-the-Pensionhelp-Fee-Agreement-V1.0-May-2020.pdf

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PDF

Pension Options Booklet

Pension-Options-Booklet-V1.0-May-2020.pdf

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PDF

Financial Review Form

Editable-Financial-Review-V1.0-May-2020.pdf

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