Literature
Client Agreement - This details the terms of our business, which should be read in conjunction with the Menu and CIDD detailed below.
Menu (About the Cost of Our Services) - Details of fee's charged
CIDD (About our Services) - What servcies we provide.
Client Fact Find - Where we collate your personal details.
Transfer of authority and servicing rights - This enables us to obtain authority and all servicing rights on your existing plans.
Disclose information only authority letter - This enables us to obtain information only on your existing plans.
Business Fact Find - Where we collate your business / company information.
Treating Customers Fairly- The principles of treating our customers fairly.
Locator Map - Directions to ABFIM Ltd
Please note: All documents are in PDF format and require Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, you can download it here.