Legal Documents

There are a number of legal documents that are especially important to life at Reeves Independent;  to our customers, our prospects, anyone visiting our website and (of course) us. To make it easy to find the information you’re looking for, we’ve brought them all together here in one place. We've also provided you with a quick explanation of what each document contains. We occasionally publish updated versions of these documents and would advise you to visit this page regularly to check if anything relevant has changed.

Privacy Policy

​If you’ve ever filled out a form on our site or subscribed to our blog, you know that we've needed to collect at least a little bit of data about you. Our Privacy Policy talks about what we will and what we won't do with this data. And if you are a Reeves customer, it also covers how we handle your customer data. Read our Privacy Policy here.

Terms of Business

​It's important that we are clear about what you can expect from us as a client. Our Client Agreement for Investment and Protection Planning sets out the terms under which our services are to be provided, including details of the specific services and a summary of our charges for those services. Read our Client Agreement for Investment and Protection Planning here.

Initial Client Fee Agreement

Our relationship with new clients starts with us providing advice through one of our services. This simple document sets out our agreement for how we'll handle the fees for these services. Read our Initial Client ​Fee Agreement here.

Ongoing Client Fee Agreement

Clients stay with us because of the strength of our relationship with them and the quality of our ongoing advice. We don't have onerous contracts that tie you into us, but we do need to set out how we'll manage the fees for our ongoing advice. Read our ​Fee Agreement for ongoing advice here.