Terms of Business and Initial Documentation

SBG Client Agreement 2011 12   Click here to download a copy of our Client Agreement (Terms of Business) in respect of services regulated by the Financial Services Authority.

SBG Key Facts about our costs and services 2011 12  Click here to download a copy of our Initial Disclosure Document Key Facts about our costs and services.

We will discuss our fees and charges with you at outset and agree the basis of how we will be paid before commencing any chargeable work on your behalf. We will confirm this to you in our Engagement Letter and Fee Agreement. Any queries then please do not hesitate to get in touch to discuss this with us.

All documentation is subject to regular review and may be amended at any time so make sure you download the most up to date version.