CAP Client Agreement

Castlefield Advisory Partners Limited Client Agreement

This Client Agreement has been written in accordance with the rules of the Financial Conduct Authority (FCA) and is legally binding on any service we provide for you. Before agreeing to this it is important that you take as much time as you need to read it, think about the implications and ask us about anything you feel is unclear.

For our existing clients, who have signed Fee Agreements prior to 31st December 2017, please see our Castlefield Advisory Partners Limited (CAP) Client Agreement document here.

For our clients who agree a service level from the 1st January 2018, please refer to the relevant Client Agreement below:

 

Castlefield Advisory Partners Limited (CAP) Comprehensive Client Agreement document.

 

Castlefield Advisory Partners Limited (CAP) Overview Client Agreement document.

 

Castlefield Advisory Partners Limited (CAP) Focused Client Agreement document.

 

 

Winners and Spinners Report 2015

Report reveals best in class ethical funds but disappointingly also uncovers evidence of ‘greenwash’

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RECOGNITION OF OUR EXPERTISE

We are delighted that Castlefield has received some recent recognition for our expertise.

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Resource Links

  • We’re available by phone and email, but most of all in person to provide advice.

    View resource
  • Story of our client: Vitsoe - A Persistent System

    View resource
  • The thoughtful investor- Conrad Jacobson

    View resource