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Documents for download

We have uploaded some documents here which may be useful for you to download and read/print at your leisure. Just click on the title of the chosen document from the left-hand column.

Document Name

Description

PDF

Wealth Management Client Agreement

Client Agreement for Wealth Management clients.

PDF

Wealth Management Key Facts about our services & costs

Key Facts about our services and costs leaflet for our full Wealth management clients

PDF

Non Wealth Management & Group Personal Pension Client Agreement

Client agreement to be used for Group Personal Pension clients or any non Wealth Management clients where ad-hoc advice is being provided.

PDF

Non Wealth Management & Group Personal Pension Key Facts about our Services & Costs leaflet

Key Facts about our Services & Costs leaflet to be used for Group Personal Pension clients or any non Wealth Management clients where ad-hoc advice is being provided.

Word

Fact find

Completion of our fact find will provide us with your financial background and requirements, in order that we can provide advice.

PDF

Investment Risk Profiler Questionnaire

Questionnaire to be completed to ascertain what level of investment risk is acceptable to you.

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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BPH Wealth Management is a trading name of BPH Wealth Management LLP which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 476417

 

The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.