Platform documents

Here you can find all the regulatory documentation for the platform and wrappers, as well as other useful documents and forms.

Best Execution Policy.pdfComplaints Process.pdfCustody Terms.pdfEIDV Policy Statement.pdfFees.pdfGIA KFD.pdfISA KFD.pdfJISA KFD.pdfMIFID Disclosure.pdfPension KFD.pdfPrivacy Policy.pdfTerms and Conditions.pdfValue Assessment.pdfTarget Market Assessment GIA 2024.pdfTarget Market Assessment ISA 2024.pdfTarget Market Assessment JISA 2024.pdfTarget Market Assessment Platform 2024.pdfTarget Market Assessment SIPP 2024.pdfTreatment of Client Money.pdf

 

Updates

Date Document
2025-06-24 Pension Key Features Document
2025-06-12 Terms and conditions version 1.11
2025-04-02 Terms and conditions version 1.10
2024-09-20 Terms and conditions version 1.7
2024-09-19 Terms and conditions version 1.6
2024-09-05 Terms and conditions version 1.5
2024-08-29 Terms and conditions version 1.4
2024-08-15 Terms and conditions version 1.3

© 2024 Soderberg & Partners Wealth Management Ltd.

 

Soderberg & Partners Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA Registration Number: 995131). Soderberg & Partners Wealth Management Ltd is a firm registered in England and Wales (Company Number: 14035487). Registered Office: One Temple Quay, Temple Back East, Bristol, England, BS1 6DZ