CAP Client Agreement

Castlefield Advisory Partners Limited Client Agreements

These Client Agreements have been written in accordance with the rules of the Financial Conduct Authority (FCA) and are legally binding on any service we provide you with. Before agreeing to the relevant Client Agreement it's 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.

 

Changes to our Initial Advice Service Client Agreement

Castlefield Advisory Partners Limited (CAP) Initial Advice Service Client Agreement document (6th August 2021)

Please refer to the changes on page 2 of the agreement.

 

Castlefield Advisory Partners Limited (CAP) Initial Advice Service Client Agreement document (2nd September 2020)

 

 

Changes to our Ongoing Advice Service Client Agreement

Castlefield Advisory Partners Limited (CAP) Ongoing Advice Service Client Agreement document (6th August 2021)

Please refer to the changes on page 2 of the agreement.

 

Castlefield Advisory Partners Limited (CAP) Ongoing Advice Service Client Agreement document (2nd September 2020)

 

 

Changes to our Consultancy Charging Service Client Agreement

Please note that this service is only available to existing clients.

Castlefield Advisory Partners Limited (CAP) Consultancy Charging Service Client Agreement document (6th August 2021)

Please refer to the changes on page 2 of the agreement.

 

Castlefield Advisory Partners Limited (CAP) Consultancy Charging Service Client Agreement document (31st October 2019)

 

 

Castlefield Advisory Partners Limited (CAP) Scope of Our Advice insert (18th February 2021)

Castlefield Advisory Partners Limited (CAP) the Breadth and Depth of Our Advice.

 

Please note that, from time to time, some of our services may not be available to new clients. This is because we always try and prioritise providing service to our existing clients.

If you’re a prospective client, we’ll discuss with you which of our services is available at the time of your enquiry and whether or not one or more of them appears to be capable of meeting your needs.