Click Here for secured link access to our Pre-Meeting Documents. You will then be taken to our secure folder containing all necessary pre-meeting documentation.
Client Agreement
Click Here to access our Client Agreement Document which you can then securely e-sign. Upon successfully signing the document, The Investment Coach will then be informed.
Data Protection Statement
Click Here to access our Data Protection Statement Document which you can then securely e-sign. Upon successfully signing the document, The Investment Coach will then be informed.
Please Note: The online 'E-Sign' facility used on the documents listed above is limited to use by one person only.
If more than one person is required to sign either of the above documents, we would recommend individually completing and signing the necessary document for each person concerned. If you have any difficulties or questions, please do Get In Touch.