Fact find - getting to know you

The logical starting point of the investment process is for us to get to know you.

Our fact find will be wide-ranging to ensure that our subsequent advice is soundly based. As well as taking account of your personal and financial circumstances, it will cover your broader attitudes and values, and the level of experience and knowledge you have about investing and its associated risks.

Having established your goals, the results you expect and the time-scales involved, we can begin to consider issues such as access to your money and the level of flexibility required in the investment selection. We will also consider your personal circumstances, including your tax position, well before we advise on investments.

It is important that any investment recommendation we make is as tax-efficient as possible.

The Financial Services Authority does not regulate trust or tax advice.

Investments and the income from them may fall as well as rise in value.

You may get back less than you invested.

DTE Risk & Financial Management Limited is Authorised and regulated by the Financial Services Authority

Registered office: DTE House, Hollins Mount, Bury BL9 8AT  Company number 01967512 (England)