Documents Informing You About Fraser Heath:

Guide to Our Services and Terms of Business (52k)
 
Data Protection Policy (32k)

Fee Agreement (time-costed) (5k)


Forms and Questionnaires that Tell Us About You:

Confidential Financial Review (53k)

Investment Risk Profile Questionnaire for Investments and Pensions (57k)

Confidential Retirement Questionnaire (47k)

Enhanced Annuity Common Quote Form (967k)



Forms that Allow Us to Obtain Information:

Letter of Authority Appointing Fraser Heath (5k)

Letter of Authority for Fraser Heath to access information only (4k)