IFA Terms of Business

You can find our full IFA terms of business here.

This document sets out the basis on which we will conduct business with you and on your behalf. It is an important document and we would ask you to read it carefully, and if you are unsure of any of its terms please ask.

The terms of this Agreement come into force immediately on acceptance of its terms by you and will remain in force until further notice.

We may change our Terms of Business (“Terms”), but we will advise you what the changes are as detailed under ‘Changes to our Terms’.

Where you are a Company, a partnership, a Trust or an unincorporated association, reference in this Terms of Business to ‘‘you’’ or ‘‘your’’ shall be construed as reference to the Company, partnership, Trust or unincorporated association, or where relevant, to connected parties such as the directors, signatories, partners, trustees etc. as applicable.