Common use of Client Name Clause in Contracts

Client Name. Signed .......................................................................................................................................................................................... Date .......................................................................................................................................................................................... On behalf of Truly Independent Ltd ® Adviser Name .......................................................................................................................................................................................... Signed .......................................................................................................................................................................................... Date .......................................................................................................................................................................................... Truly Independent Ltd Principle Office and Correspondence Address: Atlantic House, Parkhouse, Carlisle CA3 0LJ. Registered Office: Forsyth House, 00 Xxxxxx Xxxxxx, Edinburgh, EH2 3ES. Company Registration No: SC367442

Client Name. Signed .......................................................................................................................................................................................... Date .......................................................................................................................................................................................... On behalf of Truly Independent Ltd ® Adviser Name .......................................................................................................................................................................................... Signed .......................................................................................................................................................................................... Date .......................................................................................................................................................................................... Truly Private Clients is a trading name of Truly Independent Ltd LTD Principle Office and Correspondence Address: Atlantic House, Parkhouse, Carlisle CA3 0LJ. Registered Office: Forsyth House, 00 Xxxxxx Xxxxxx, Edinburgh, EH2 3ES. Company Registration No: SC367442SC367442 Tel: 00000 000000 Email: xxxxxxxxxxxxxx@xxxxxxxxxxx.xx.xx Web: xxx.xxxxxxxx.xx.xx

Client Name. Signed .......................................................................................................................................................................................... ................................................................................................................................................................................................... Date .......................................................................................................................................................................................... ................................................................................................................................................................................................... On behalf of Truly Independent Ltd Ltd® Adviser Name .......................................................................................................................................................................................... ................................................................................................................................................................................................... Signed .......................................................................................................................................................................................... ................................................................................................................................................................................................... Date .......................................................................................................................................................................................... ................................................................................................................................................................................................... Truly Independent Ltd Principle Office and Correspondence Address: Atlantic House, Parkhouse, Carlisle CA3 0LJ. Registered Office: Forsyth House, 00 Xxxxxx Xxxxxx, Edinburgh, EH2 3ES. Company Registration No: SC367442SC367442 Tel: 00000 000000 Email: xxxx@xxxxxxxxxxx.xx.xx Web: xxx.xxxxxxxx.xx.xx

Client Name. Signed .......................................................................................................................................................................................... ................................................................................................................................................................................................... Date .......................................................................................................................................................................................... ................................................................................................................................................................................................... On behalf of Truly Independent Ltd Ltd® Adviser Name .......................................................................................................................................................................................... ................................................................................................................................................................................................... Signed .......................................................................................................................................................................................... ................................................................................................................................................................................................... Date .......................................................................................................................................................................................... ................................................................................................................................................................................................... Truly Independent Ltd Principle Office and Correspondence Address: Atlantic House, Parkhouse, Carlisle CA3 0LJ. Registered Office: Forsyth House, 00 Xxxxxx Xxxxxx, Edinburgh, EH2 3ES. Company Registration No: SC367442SC367442 Tel: 00000 000000 Email: xxxx@xxxxxxxxxxx.xx.xx Web: xxx.xxxxxxxx.xx.xx Client Advice Agreement (Pensions, Investments, Protection & Mortgages) October 2023 v1

Client Name. Signed .......................................................................................................................................................................................... Date .......................................................................................................................................................................................... On behalf of Truly Independent Ltd ® Adviser Name .......................................................................................................................................................................................... Signed .......................................................................................................................................................................................... Date .......................................................................................................................................................................................... Truly Independent Ltd Principle Office and Correspondence Address: Atlantic HouseXxxxxxxx Xxxxx, ParkhouseXxxxxxxxx, Carlisle CA3 0LJXxxxxxxx XX0 0XX. Registered Office: Forsyth House, 00 Xxxxxx Xxxxxx, Edinburgh, EH2 3ES. Company Registration No: SC367442