other business interests

We are required by the FCA to carry out fitness and proprietary checks on all Appointed Representative Firms and all Advisers, and this includes knowledge of your other business interests outside of your role as an Adviser.  This monitoring will be undertaken on a regular annual basis.


I declare that the information I have supplied in this form is complete to the best of my knowledge and belief, and that I will promptly notify Finance Planning of any changes in the information I have provided.

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