MyAdviser Terms of Business - Last Updated 9 June 2022
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Terms of Business
MyAdviser's key focus is on you and your needs. It drives everything we do.
Please find below a document setting out the terms under which Michael Kiernan trading as MyAdviser (the Firm) will provide advice, insurance, pension and investment services to you. It covers key issues concerning new platform providers (stock brokers) that we use, and there is a specific section covering how we work with them. Should you have any questions we will be happy to answer them.
These terms of business will remain in force and shall apply to any business service provided to you now or at a future date. The most up to date terms of business will be on our web site.
Before MyAdviser can provide a regulated service we need to agree terms. We will issue personalised terms directly to all new clients including the cover letter they will need to sign and return.