Our planners follow a structured financial planning process to construct a financial plan that is tailor made for you. It is therefore crucial that we have complete and accurate information about you and your finances.
You can provide as much information as you are comfortable with now and we will request additional information as it is required to complete your plan.
Protection of Personal Information: All information provided by you will be treated as confidential and will only be used for the purpose of financial planning and providing ongoing financial advice and intermediary services. We may send your personal information to service providers outside of the RSA for storage or further processing. We will only send your information to a country without similar information protection legislation with your consent.