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Legal statement

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 Conducts Authority (FCA). To access The Money Advice Service for more details on this and other money matters click here.

Key Facts

This document contains essential initial information for anyone seeking financial-planning advice from Anderson Ross Independent Financial Planners.

Terms of Business

This document relates to our accounting work which is regulated through Certified Public Accountants Association.

 

Anderson Ross Financial Services Data Protection Policy

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

 

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