Documents

(1) Initial documents

• Client Agreement

(2) Planning documents

• Financial Planning Overview

• Risk Aversion & Time Horizon Questionnaire

• Risk Profile Questionnaire (ARC)

(3) Resources

• Proof of identity checklist for individuals

• Letter of authority

• Plan Plus Profiler Fact Find

• Estate Planning ‘aide-memoire’

• Pension Income Priorities

(4) Investment platform providers: Investcentre

• Platform charges

• Charges and rates

• Interest rates

(5) Investment platform providers: Transact

• Introduction

• Transact / BlackRock MPS