Terms of Business (archived)

Version 2, 26th February, 2020 (view previous versions)

These terms combine with each instruction form accepted by you through our client portal, to establish the agreement between us for the provision of our services to you. Any terms contained in an instruction form will override these terms if there’s any conflict between them.

We may need to change these terms at any time in response to legal or regulatory requirements. Where possible, we’ll give you advance notice of any changes that are likely to affect the way we work with each other and if we don’t hear from you within 14 days of such notice, we’ll assume that you’re happy with such changes.