Legal Information

The FCA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Some of our documents use the Keyfacts logo required by the Financial Conduct Authority. To access the FCA's own website, The Money Advice Service, for more details on this and other money matters click here.

Please download and read the following documents which are provided in Adobe Acrobat format.

Client Agreement

CIDD - Lifestyle Plan

CIDD - IFA

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Stewart Hastie Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (http://www.fsa.gov.uk/register/home.do). Financial Services Register No: 526132