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Legal Information

The FSA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Our documents use the KeyFacts logo - click on the link from more details of what this means.

Please download and read the following documents which are provided in Adobe Acrobat format.

PDF

Key facts about our services and costs

The following document sets out the Key Facts about our services and the cost of our investment services. This shows the maximum amount we will receive in payment by either a fee or commission for advising on and arranging an investment for you. We will discuss this document in full with you when you ask us for advice.

PDF

RetailClientAgreement

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Retirement Planning Associates Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 403829

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