Fidelity Adviser Solutions
Application Forms
Aegon
Application Forms
Disclosure
Documents
Seymour Sinclair Platform Application Form

Re-registration & ISA Transfer Application

Fidelity Switch Form

Fidelity Change of Agent

Fidelity Inherited ISA Form

Fidelity Inherited ISA Allowance Form

Selling in the event of the death of a Fidelity investor

Seymour Sinclair Bed & ISA Request Form

Seymour Sinclair Platform Application Form

Re-registration & ISA Transfer Application

Platform Terms of Business

Seymour Sinclair Privacy Document

Fidelity Adviser Solutions Client Terms

Doing Business with Fidelity Adviser Solutions

Fidelity Adviser Solutions Privacy Document

Fidelity Adviser Solutions Complaints Procedure

Aegon Platform Key Information

Aegon Platform Terms & Conditions

Aegon Platform Guide to Fees & Charges

Your Capital is at Risk
Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.
For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.