2022-03-22 GDD

• The costs and charges you will be required to meet both for our services and those of
any recommended product providers.
• A list of supplementary documents to help you understand the background to our
advice and place you in the best position to make an informed decision.
When preparing our advice, we apply extensive ‘peer review’ and other internal checks to
ensure accuracy, consistency and to ensure the language used is clear and understandable.
Once a report has passed these checks, we then issue it to you by post, giving you the
opportunity to review and consider at your own pace.
After issuing our advice, we will contact you to hold another meeting to answer any queries
and establish how you wish to proceed. After taking your instructions, we will then arrange
for the transactions you specify to be executed.
If you require, we will then periodically review and meet with you to determine any changes
in your circumstances which might impact on our previous advice. We will also review the
position of your investments and forward to you any critical communications from providers
with whom they have been arranged.
Page 13 of 34 General Disclosure Document 23/3/2022