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, most of which which we have provided in Adobe Acrobat format.

PDF

Client Agreement Letter

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

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AFS Chartered Financial Planners is a trading name of Accountants Financial Services (Scotland) Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 147176

AFS Chartered Financial Planners, Accountants Financial Services Ltd, Financial Services, IFA, Independent Financial Adviser, financial planning, financial advice, investment advice, taxation advice, health insurance, corporate advice, Edinburgh, EH8, Glasgow, G3, Scotland, UK