Library Documents

The Document Library is a point to download up-to-date product documentation for use with Advisers United.

Low ink volume consumption - documents are produced in plain font and white backgrounds.

Introducer Application and Agreements (download, complete, sign and return)

Introducer Application Form - 216Kb
Introducer Agreement - 161Kb

Factfinds and Referrals

General Factfind - 103Kb
Process Flowchart - What happens when you refer - 139Kb

Wills & Estate Planning

Will Application Form - 93Kb
Will Brochure for Clients - 105Kb - basic

This page is designed to meet the needs of the financial services industry and not the general public.

This website is a is a trading style of Roberts Clark IFS Limited who is an independent intermediary, authorised and regulated in the United Kingdom by the Financial Services Authority. You can check this on the FSA Register. Our FSA authorisation number is 192598. Certain items in this site are not regulated by the Financial Services Authority such as Wills, Legal Advice and Property Sales. Registered in England No. 3981121. VAT No. 748286687. Training Services and Compliance Services are not regulated by the Financial Services Authority. The FSA does not allow authorised persons or approved persons to decline responsibility and pass blame for any rule breach to training and compliance consultants they have engaged. Whilst the guidance, content and documents offered are believed to be accurate, their use is at your own risk.
Midlands & North: Prosperity House, Water Street, Burntwood, Staffordshire, WS7 1AN.
London & South: Gainsborough House, Sheen Road, Richmond, Surrey, TW9 1AE.

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Library Documents