CLIENT AGREEMENT DOCUMENT FOR Cotswold Independent Financial Services Ltd INVESTMENT SERVICES Cotswold Independent Financial Services Ltd is permitted to advise on and arrange (bring about) deals in investments.Client Agreement • November 13th, 2020
Contract Type FiledNovember 13th, 2020With regard to investments which we have arranged for you, these will not be kept under review, but we will advise you upon your request. However, we may contact you in the future by means of an unsolicited promotion (i.e. where you had not expressly requested it) should we wish to contact you to discuss the relative merits of an investment or service which we feel may be of interest to you.