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.
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.