Authority to Proceed

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For your own benefit and protection, you should read these terms carefully before signing
If you do not understand any point, please ask for further information..

The 'Guide To Our Services' document sets out the services we provide, and the protection afforded to you & firm.
The 'Terms of Business' document sets out the fees you can expect to pay relating to advice, research & implementation, as well as ongoing services.
The 'About Our Ongoing Services' document reminds existing clients of the services we provide, and the protection afforded to you & your firm.

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FINANCIAL PROMOTIONS

In order to provide you with a high quality service we may want to contact you regarding items we consider are of interest to you, or to make you aware of new opportunities.  If this happens, we would like to contact you.


Please confirm:

 

 

 

INITIAL / ADVICE FEE CONFIRMATION

Brief description of advice / service provided:

Method of payment for advice / implementation
Amount of payment for advice / implementation of single premium

 

which is %
equating to £
£
Amount of payment for advice / implementation of advice / regular premium

 

equating to £
£

 

ONGOING SERVICE FEE CONFIRMATION

 

Please tick to confirm the level of service you require from these options:

 

Method of payment for on-going service
Amount of payment for on-going service

 

%
This equates to approximately
£and will increase or decrease in line with the plan values
£
Minimum levels of payment required for the agreed level of on-going service

 

£
DOCUMENTS

I confirm that have received and reviewed the 'Guide To Our Services', 'About Our Ongoing Services' and 'Terms of Business' Documents and give authority to proceed under the terms and conditions described.  I note that minimum fees may apply.

INITIAL / ADVICE FEE CONFIRMATION

I have read the literature provided and the terms and conditions that apply to the advice / implementation service.

ONGOING SERVICE FEE CONFIRMATION

I have read the literature provided and the terms and conditions that apply to the on-going service I wish to subscribe to.

MUST BE signed by Pensionholder.


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Copyright © Charles Derby Direct 2017. All rights reserved.
Charles Derby Direct is a trading style of Charles Derby Wealth Management Limited which is an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Registered in England and Wales 07629860.
Registered Office: 6 Tollgate Business Park, Tollgate West, Colchester, Essex, CO3 8AB
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
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