Initial Consultation Procedure

In order for us to undertake an initial appraisal for you we must:

  • Provide you with information as required by our regulator, the Financial Services Authority (FSA).
  • Gather information about your current position, your goals and financial objectives.

The leaflets and forms we use to meet these requirements are:

Key Facts about our services and costs

The FSA requires us to give you this document when advising on some savings and investments. You may use this information to compare value for money, to shop around and to decide which firm to use.

We will discuss your payment options with you and answer any questions you have. We will not charge you anything until you have agreed how we are to be paid.

Client Agreement Letter

This document must be signed and returned to confirm that you have read the document and consent to the terms within it.

Client Information Form

Completed by clients to provide the information upon which we will base our advice. This form must be completed, signed and returned to us.

To obtain a complete pack of all three documents please:

  • Telephone 020 7469 2800 and request an Initial Consultation Pack.
  • Complete a request form.

Email communications are not secure. For this reason Foster Denovo Limited cannot guarantee the security of the email or its contents or that it remains virus free once it has been sent.

You voluntarily choose to provide your personal details via the website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of products or services in writing or by telephone.

 

  • Foster Denovo Limited is authorised and regulated by the Financial Services Authority. Foster Denovo Limited is entered onto the FSA register (www.fsa.gov.uk/register) under reference 462728.
  • The Financial Services Authority does not regulate taxation and trust advice.
  • The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
  • Foster Denovo Limited is not a partnership in the legal sense, but uses the concept of partnership to symbolise commitment of its advisers to the same values and ideals, the number one of these being their commitment to looking after their clients.