Help Centre

Adviser template: Client agreement

A template financial advisers can use to give to their clients agreeing the services they will provide for setting up a pension scheme. It includes a description of initial services, charges, ongoing and potential ad hoc services, services not covered under this agreement and any risk warnings.

Open
NOW: Pensions has a good technical infrastructure combined with a pension product suitable for our team. We couldn’t be happier with NOW: Pensions.
Martin Woods, SALT.agency