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Terms & Conditions
Please take the time to fully read and understand all of the information regarding this promotion. The attached documents cover the following:
Direct Offer ISA Information
This tells you important information about investing into an ISA, the ISA provider and the platform provider.
Direct Offer GIA Information
This tells you important information about investing into a General Investment Account, the GIA provider and the platform provider.
CIDD
The Client Initial Disclosure Document covers information about the services and costs of investing.
Client Agreement
This document tells you about how we will work with you and your investment, along with other information including our obligation to you.
Wealth Platform T&Cs