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News from Philip Bates & Company
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Up-to-the-minute financial news from various sources
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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.
Some of our documents use the Keyfacts logo required by the Financial Services Authority (FSA). To access the FSA's own website, The Money Advice Service, for more details on this and other money matters click here.
Please download and read the following documents which are provided in Adobe Acrobat format.
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Our Client Agreement letter for investments. |
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Our Client Agreement letter for mortgages and insurance. |
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The following document sets out the Key facts about our services and costs. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice. |
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The following document sets out the Key facts about our insurance services. This shows our typical terms and conditions: however, we will discuss your preferences such as how we are paid when you ask us for our advice. |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:
