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The Firm confirms that should it offer the Managed Direct service that the Firm will provide
all using this service with full support, information and guidance in relation to the
service in return for the servicing fee the Firm charges clients for the provision and
support of the Managed Direct service.
The firm also confirms it will remain at hand to provide advice to any Managed Direct
clients at any point required by the clients and in any event at the point of taking
benefits from the Managed Direct Pension. The Firm further confirms that it undertakes to
satisfy its regulatory requirements in its disclosure of Managed Direct and the branding
services provided to the Firm by Intelligent Money.
I confirm that I accept Intelligent Money's
Terms of business
and I am authorised by my
firm and/or network to do so.
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