This form is used with our ex-Quilter UK products where an ‘Investment Adviser’ (Advisory Fund Adviser) is being appointed. The form confirms that the adviser has discussed and agreed the Investment Objective with the settlor and any investment recommendations will fall within this category. The trustees will countersign this and agree to the objective agreed between IFA and Settlor.
Trust Literature
Utmost International Trust Company Policy Statement Form

UTSQ PR | 03408