Key Information
Your Protection
Cheques should be made payable to Product Providers. We do not accept cash. This does not apply to settlement of invoices for agreed fees.
Title documents will be registered in your own name and will be dispatched without undue delay whenever we receive them on your behalf.
If we become aware that our interests or those of one of our customers conflicts with your interests, we will inform you in writing and obtain your consent before we carry out your instructions.
Our written Complaints Procedure is available on request or if you should have reason to make a complaint. You do have the right to refer your complaint to the Financial Ombudsman Service whose contact details we can provide.
If you make a valid claim against us in respect of the investments we arrange for you and we are unable to meet our liabilities in full, you may be entitled to redress from the Financial Services Compensation Scheme. Details are available from us, the FSA or the Scheme itself.
We prefer instructions to be given to us in writing to avoid any possible disputes. If any instructions are given verbally then they should be confirmed in writing. We may refuse at our discretion to accept certain instructions, although such discretion will not be exercised unreasonably.
Termination
These terms of business may be terminated at any time, by either party notifying the other in writing. This will be without penalty and without prejudice to the completion of transactions already commenced on your behalf. You would be expected to pay for any costs incurred or due a proportion of any fees previously agreed.
