If subsequent meetings are required these will be discussed and agreed. Where this is not necessary, when we have received your instructions, generally a completed application form and payment, these will be forwarded to the relevant provider(s).

Details of any transactions undertaken through Aptus Wealth Limited will be recorded on our back office system. Generally speaking it will be agreed at this stage what ongoing service we will be providing to you and what this will include. We will also agree what the charges are for providing this service.

Should you have any questions on any of the elements of the report please do ask as it is important you understand the reasons for the recommendations and how the recommended product(s), if applicable, works.