Edward Bond Wealth Management

Letter of Authority



Financial Planning Consultants

London House Business Centre, Thames Road, Dartford, Kent DA1 4SL
Tel: 0845 625 3237  Fax: 0845 642 2428  Email: research@edwardbondwm.co.uk

LETTER OF AUTHORITY

Full Name

Date of Birth

Address line 1

Address line 2

 

Town

 

Postcode

National Insurance No 

Date:

I have appointed Edward Bond Wealth Management of Intrinsic Financial Services as my/our Financial Advisers. Please accept this letter of authority to provide Edward Bond Wealth Management with any information they may request from you with regards to my/our business, investment, insurance, mortgage, pension or any other financial arrangements.

I would be grateful if this information could be sent to Edward Bond Wealth Management by either email: research@edwardbondwm.co.uk or by fax: 0845 642 2428.

 

If this information must be posted then please post to Edward Bond Wealth Management, London House Business Centre, Thames Road, Dartford, Kent DA1 4SL unless directed otherwise.

 


Agency  Address:  Edward  Bond   Wealth  Management, London House Business Centre, Thames Road, Dartford, Kent DA1 4SL

 

 

Name of Provider

Policy/Plan Type

Policy/Plan No.

1

Pension

2

Pension

3

Pension

4

Pension

5

Pension

6

Pension

Please check your files and databases for any other policies held by these client’s and advise in addition to the ones listed above. Many thanks in advance for your help.

 

Edward Bond Wealth Management is an appointed representative of Intrinsic Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Company Reg. 05750275 Registered Office 29 Harley Street, London, WG1 9QR. Registered in England and Wales

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Edward Bond Wealth Management http://edwardbondwealthmanagement.co.uk
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Document name: Letter of Authority
Unique Document ID: a28d462dff349e6fef6529719d2b37b03167f279
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2017-01-24 17:06:07 BSTLetter of Authority Uploaded by edfdsfsdwm Lipska - it@edwardbondwm.co.uk IP 178.255.64.61