We have set out below a list of the various documents that you will need as clients of Trustee Asset Management Ltd. Each description also contains a link to the document itself. These documents are the most up to date versions and so are also a useful point of reference for existing clients as well as new clients.

Terms of Business Letter – This document sets out the scope of our services to you and the terms of our agreement.

Key Facts regarding our services and the cost of our services - This document confirms that we are independent financial advisers and sets out exactly how we operate, what we charge for our services and how we are regulated.

Retirement Options Booklet – This is our standard booklet that we provide to clients that are considering retirement since it sets out all of the options available to them. It is a useful point of reference.

Fact Find – This is our method of recording all of the facts that we need to know about you to ensure that we are providing you with suitable advice. We will complete this when we meet with you and up date it when necessary.

Pre Retirement Questionnaire – This is similar to our fact find except that it is aimed at clients considering retiring and therefore the relevant questions on their retirement plans.