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.
Please note that this service is no longer available to new clients, pending a review of our services during the Summer of 2019. For existing clients there are no changes to your agreement with us.
Castlefield Advisory Partners Limited (CAP) Focused Client Agreement document.
