Legal Information

The FSA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Some of our documents use the Keyfacts logo required by the Financial Services Authority. To access the FSA's own moneymadeclear website click here.

Please download and read the following documents which are provided in Adobe Acrobat format.

Terms of Business

Example Terms of Business

Financial Planning Service Agreement

Example Financial Planning Service Agreement

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

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Everett MacLeod Limited is an appointed representative of Financial Professional Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 186403

Everett MacLeod Limited
Registered Address:
35 Paul Street, London, EC2A 4UQ
Registered in England, No. 3381115