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Financial Adviser Literature

» Financial Adviser Online Registration Form
This Registration Form must be signed by Financial Advisers and Intermediaries who wish to access Wealthtime Online. Please read the Terms and Conditions and sign the Online Registration Declaration.

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(302 kb)
     

» Financial Adviser Registration Application Form and Terms of Business
This Registration Application Form should be completed by Financial Advisers and read in conjunction with the Financial Adviser Terms of Business before utilising the Wealthtime Private Client Service.

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(398 kb)
     

» Confirmation of Verification of Identity of Private Individual
This Form should be completed by an FSA Regulated Firm to verify the identification of a Private Individual.

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(308 kb)
     

» Composite Wealthtime Private Client Service Application Form
This Client Application Form is the composite version of the Wealthtime Private Client Service and Product Application Forms. This Form must be signed and completed before Wealthtime can set up your client’s Private Client Service.

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(1011 kb)
     

» Adviser Charges Agreement
This Form should be completed if you wish your Financial Adviser to take adviser charges from your Wealthtime Private Client Service and/or your Wealthtime Products.

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(420 kb)
     

» Wealthtime Corporate Brochure
This brochure is for the use of Financial Advisers.

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(2097 kb)