Terms of Business (archived)

Version 7, Effective from 29 July, 2021 (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 or changes to our business or ways of working. If any changes affect existing instructions, we’ll give you advance notice of them and if we don’t hear from you within 14 days of such notice, we’ll assume that you’re happy with such changes. Otherwise, any changes to these terms will only be effective for new instructions on or after the date set out above.