Mandate Letter and Compliance

For the protection of clients, we always operate on the basis of both a signed Mandate Letter as well as a Qualified Referral & Know Your Client Form that must be completed and signed by both the client and iadvisors.

We abide by the ‘Statements of Principle and Code of Practice for Approved Persons’ as laid down by the UK Financial Services Authority (www.fsa.gov.uk), and aim at all times to conduct our activities accordingly.