What information should I provide to receive personalised service?

What information should I provide to receive personalised service?

We will ask you to provide us with a list of your personal objectives, details of your current financial situation and other relevant information, so that we can offer you the most appropriate advice possible.

You have the right not to tell us, if you do not wish to.  However, if you do not, the advice you receive may not be appropriate to your needs, objectives and financial situation.

You should read the warnings contained in the Statement of Advice carefully before making any decision relating to a financial product(s).