Platform documents

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

 

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