Literature
Client Agreement- This document explains how we operate as a company.
Menu (About Our Services & Costs) - This explains the services we provide and how you can pay for them. These services are based on insurance and savings.
Menu (About Our Services & Costs), Investments Only - This document is the same as our About our Services & Costs except it applies to investments only
Client Fact Find- Where we collate your personal details.
Transfer Authority Form- 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.
Verification of Identity Form (Corporate) - This form is used for money laundering purposes
Verification of Identity Form (Private Individual)- This form is used for money laundering purposes
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.