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    Punter Southall Wealth

    Terms and conditions

    Punter Southall Wealth Important information

    Terms and Conditions

    These are important legal documents forming part of the contractual agreement between you and us. These Agreements contain the full understanding of the parties and supersedes any prior arrangements, statements or representations, whether written or oral, relating to the subject matter of the Agreement. These Terms and Conditions become effective once you agree to be bound by them by signing the Account Opening Form.

    Financial Planning Service Terms and Conditions
    Wealth Management Services Terms and Conditions

    Other associated policies

    Pillar 3 Disclosure
    Complaints Policy
    Order Execution Policy
    Conflicts of Interest Policy

    Other important information

    Here are some of the questions we get asked by clients.

    Please do not hesitate to contact us on 020 3327 5656 or via email on if the answers to your questions are not below.

    What are the rates of return available on cash holdings?
    Would an investor be covered by any guarantee and/or compensation scheme with regards to securities or cash?