Electronic Reporting. If you use a back office system and require details to be provided for this client please provide details of the provider. If we are able to support your request we will arrange to provide data. However, we do not offer this service for all back office systems. Declarations by the Financial Adviser I/We certify that: I/We confirm that I/we have undertaken a full fact find for the client(s) and assessed suitability of this service in accordance with FCA requirements. I/We confirm that I/we will notify IW&I of any change in our client(s) circumstances that may affect the management of the portfolio. This information will be used by us for the purposes of fulfilling our Know Your Customer obligations with regards to the management of your client(s) portfolio. It will not be used for any other purpose.
Appears in 11 contracts
Samples: Discretionary Client Agreement, Client Agreement, Client Agreement
