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Although our Terms of Business quotes hourly rates, where you ask us to arrange an individual product for you such as a Pension, Investment or a Life Policy, we are usually remunerated by way of commission from the product provider so you don’t pay a fee.
In order for us to obtain the details of any existing products you hold, we must have your authorisation in writing. In the industry this is referred to as a Letter of Authority (LOA). This only allows us to obtain information – we cannot make any changes to your product. You can complete a Letter of Authority here.