Proposition and Client Agreement Sample Contracts

Proposition and Client Agreement for Clients Introduced by St. James's Place
Proposition and Client Agreement • July 26th, 2021

Policy Services Limited (PS or Policy Services) is proud to have been working together with St. James’s Place Wealth Management (SJP) since 2002 and became part of the SJP Group in 2020. Our team is based in our headquarters in Linlithgow where we support SJP Partners and their clients. Your Adviser is now an appointed representative (known as a Partner) of SJP.

Sample 1
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