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Documents for download
Legal documents

We have uploaded some documents here which may be useful for you to download and read/print at your leisure. Just click on the title of the chosen document from the left-hand column.

Document Name

Description

Treating Customers Fairly Objectives Statement

Our approach to treating customers fairly

Treating Customers Fairly Customer Statement

Our statement on our commitment to you, our customer, on what it means to treat customers fairly

Terms of Business (Insurances & Mortgages)

Terms of Business for insurance protection and mortgages

Client Agreement (Investments)

Client Agreement for Investments & Pensions

Key Facts About Our Services (Lifetime Mortgages only)

Lifetime Mortgages IDD 11-07

Key Facts About Our Services (All services except Lifetime Mortgages)

Combined IDD 11-07

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

NOTE: To download the document in Netscape, hold down the shift key and click on the link.
To download the document in Internet Explorer, right click on the link and select 'save target as'.
To open the document just click on the link.



Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Capey & Co Financial Planning Ltd is authorised and regulated by the Financial Services Authority (www.fsa.gov.uk/Pages/register/). FSA Registration No: 445894

 
The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK only.