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About this document

Retail Client Terms of Business Agreement by rntgroups is a document available to read on EtoBox.

- The document outlines the terms of business between Simple Investments and a retail client. It covers their classification as a retail client, the services provided including advice and arranging transactions, and authorities and fees. - Simple Investments will act as an agent providing general investment advisory services and arranging transactions upon client instruction. They will not hold client money or assets. - The agreement is subject to Financial Conduct Authority rules and sets out the service

Author
rntgroups
Language
EN