Header image

Customer Agreement and helpful literature

You will find our Customer Agreement and a number of other helpful downloadable documents below.

General Terms and Conditions and Privacy Policy

To view PDFs of our General Terms and Conditions and Privacy Policy please click on the links below.

General Terms and Conditions

Privacy Policy

This is our standard customer agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully. If you do not understand any point please ask for further information. Copies of the General Terms and Conditions are available on this website or by telephoning us on 020 3857 3050.

You need to download Adobe Acrobat Reader 9.0 or later to view these PDF files. There is no charge for downloading Adobe Acrobat Reader.

Helpful literature

Tax residency - self certification declaration forms



Authority to provide information to Financial Advisers


Anti-money laundering


Change of details





For answers to frequently asked questions, please click here to visit our dedicated Bereavement advice web page.



If you have an enquiry call us on: 020 3857 3050