Common Contracts
2 similar Investment Bond Client Agreement contracts
INVESTMENT BOND CLIENT AGREEMENT issued by Axxis Financial Planning LtdInvestment Bond Client Agreement • May 29th, 2014
You have purchased this investment bond without advice from Axxis Financial Planning. This is known as an “information only” basis. Please note that this could affect your rights should you wish to complain to the Financial Ombudsman Service. Should you wish to receive advice please let us know.
INVESTMENT BOND CLIENT AGREEMENT issued by Axxis Financial Planning LtdInvestment Bond Client Agreement • May 29th, 2014
You have purchased this product with limited advice from Axxis Financial Planning. This means we have given you advice relating to the purchase of your investment bond only and we have not given advice on any other area of financial planning- such as retirement, protection, mortgages or inheritance tax planning. Should you wish to receive full advice on all areas of financial planning please let us know.
