Useful Information

Below are a number of useful links and documents.

Retail Client Agreement: 

A formal document setting out the legal basis of the relationship between The IFA Company and our clients. If you engage us as your adviser we'll ask you to sign a copy of this.

Data Protection Declaration:

This sets out the way we use, process and disclose your personal data.

The IFA Company Electronic Factfind Form:

Our Policies: