Here are the forms you’ll find helpful when you work with us. We ask you to download and complete the Risk Questionnaire before our initial meeting. For ease you can complete this online before downloading.
We need to understand your attitude to risk and capacity for loss. We use this information to strike the right balance between risk and reward in order to maximise investment returns with the risk you are comfortable with taking.
Fact Find Form
During our initial meeting we will talk about your finances and objectives in general terms. The fact find provides us with the detail of your current financial position which we will consider when making a recommendation.
Client Service Agreement
The Financial Conduct Authority (FCA) requires that certain information is provided to you prior to business being transacted so that the relationship between client and firm is clearly stated and understood. It is an important document which you should read carefully.
Modern Money Financial Services Limited is authorised and regulated by the Financial Conduct Authority: 150571. Registered in England: No. 2459464. Directors: M Paine, L Edmunds
The Financial Conduct Authority does not regulate tax or estate planning
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK
© Modern Money Financial Services Ltd 2019