Terms of Business

These Terms of Business set out the general terms under which our firm will provide business services to you and the respective duties and responsibilities of both the firm and you in relation to such services. Please ensure that you read these terms thoroughly.

Personal Review

The purpose of this questionnaire is to clarify your financial needs, and to assist us to advise you in relation to certain financial products. If, however, you wish to focus on certain financial products, please tick the relevant area:

Oxford Risk Assessment

Please note that the questionnaire is only suitable for customers that are comfortable with taking on some form of investment risk. It is not suitable for customers that do not want to take on any risk whatsoever.

Client Acknowledgement Letter

A copy of our Client Acknowledgement Letter…