Documents
Client Forms & Documents
Here you will find some of the forms and brochures we will use as we work through the Advice Process together…
If you click on any of the labels below this will open the relevant document. You can also print and/or save these documents to your own computer. Most of these documents are in Adobe (PDF) format for ease of use; whilst the Client Forms are also available in Microsoft Excel format so you can work on them with your own computer.
Please let us know if you have any difficulty with these forms and documents.
Client Information Form
A short form for you to tell us about you, your current financial circumstances and future objectives.
View PDF Client Investment Profiler
A brief questionnaire to help us establish your attitude to investment risk and reward.
View PDF Client Identity
These are the documents you can provide to us for your identity and residential verification.
View PDF Note of Authority
This enables us to obtain helpful information about your existing policies and plans.
View PDF
Investment/Pension Clients
If you hold an Investment or Pension Account with Transact, you can access these online by clicking here or on the Transact logo below.
This will take you to your Transact Online entry page where you can login to all your Investment/Pension Accounts.
Financial Planning Advice
A summary guide about AffinityFinance and our Financial Advice Process.
View PDF Effective Investment Planning
A brief insight into the whys and wherefores of Investment Planning.
View PDF