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. To access the FSA's own moneymadeclear website click here.

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

PDF

Terms and Conditions of Business

Terms and Conditions of Business

PDF

Investment Risk Profiler

We will advise you if you need to download and complete this document

PDF

Key Facts SCDD

About our Services and Costs

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

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.

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Professional Wealth Management Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 222924