Legal Information

The Financial Services Authority (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.

To access the FSA's own Moneymadeclear website, click here.

Please download and read the following documents which are provided as pdf documents:

• Terms of Business - Our standard Terms of Business document.
• DFMS agreement - Our Discretionary Fund Management Service document for a Self-Invested Personal Pension.
• Schedule of Fees - This document sets out our fees based on time spent and the hourly rates charged.
• Active Switching Facility Fees - This document sets out the fees payable for various growth rates achieved during your policy year.

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