The FSA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.
Some of our documents use the Keyfacts logo required by the Financial Services Authority. To access the FSA's own moneymadeclear website click here. Please download and read the following documents which are provided in Adobe Acrobat format.- Client Agreement
- Terms of Business
- Key Facts About Our Services (Mortgages and Insurance)
- Investment Process
- Data Protection
Adobe Acrobat reader is available, free, from the Adobe web site. You can visit the Adobe site by CLICKING HERE.
NOTE: To download the document in Netscape, hold down the shift key and click on the link. To download the document in Internet Explorer, right click on the link and select 'save target as'. To open the document just click on the link.
Legal Wording
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
Neither Silver Planet Life Investment Taxation Solutions Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
Silver Planet Life Investment Taxation Solutions Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do).
FSA Registration No: 226701
Silver Planet Life Investment Taxation Solutions Limited
Registered Address: 1st Floor, 2 Royal Exchange Steps, The Royal Exchange, London, EC3V 3DG Registered in England & Wales, No. 04230412