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Advisor Charge Consent Form

Advisory Investment Management Agreement

Discretionary Investment Management Agreement

BPS Proposal Questionnaire

Dynamic Planner Fact Find - Company

Dynamic Planner Fact Find - Individual

Dynamic Planner Risk Questionnaire

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ISA Transfer

JISA Application Form

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Client Brochure

Professional Advisor Brochure

Due Diligence Questionnaire

ARC 3D Methodology

Bespoke Portfolio Service Literature

January 2025 Commentary

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BPS Service Strategies Q1 2024

BPS Service Strategies Q4 2023

BPS Service Strategies Q3 2023

BPS Service Strategies Q2 2023

BPS Service Strategies Q1 2023

BPS Service Strategies Q4 2022

BPS Service Strategies Q3 2022

BPS Service Strategies Q2 2022

Model Portfolio Service Literature

MPS Factsheet Q4 2024

Monthly update January

AIM IHT Service Literature

Quarterly Commentary Q3 2023

Quarterly Commentary Q2 2023

Quarterly Commentary Q1 2023

Quarterly Commentary Q4 2022

Due Diligence

Target Market & Value Assessment

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