F T W (IFA) Ltd Independent Financial Advisers  

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Downloads - Please allow a few seconds for full download - in particular the Personal Factfind

Note: this section of our site makes use of PDF files for which you will need Acrobat Reader. This is available free and can be downloaded by clicking the logo. Otherwise documents are based upon Word format.

  Documents    Forms - on line
Terms of Business - Financial Services General enquiry
Initial Disclosure Document - Key Facts about our services Mortgage enquiry
Client Agreement & Disclosure Buildings & Contents
Personal Factfind Accident Sickness & Unemployment
Mortgage Factfind Mortgage Payments protection Insurance
Client authority letter (blank Word format) Treating Customers Fairly
Intestacy Diagram Guaranteed 50 plus life cover
Testamentary Form Endowment valuation
  Secured lending

 

 

 

 

 

 

 

 
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Last modified: 12/08/09