Intermediary Agreement and Terms of Business for financial advisersIntermediary Agreement • January 31st, 2018
Contract Type FiledJanuary 31st, 2018You should use this form if you would like Walker Crips Investment Management Ltd to treat your firm as Agent for our client when you are acting on their behalf. We will enter into to an agreement with the client but rely on your firm to provide us with all the necessary information to provide our investment services to the client. This service is only available to FCA regulated firms or Appointed Representatives of FCA regulated firms, holding the permission Advising on investments.