Objective: to raise profile and create more Opportunities, business or access to funding.
Providing ethical solutions to meet your needs.
Developing strong links with local community, Groups, clubs, individuals and businesses.
Millions raised for good causes.
Helping getting you started. Keeping up the Momentum. Achieving the right results.
Bringing accountability to the table.
Limited resources? Grants (UK and European). Sponsorship. Corporate Social Responsibility.
Irrespective of the starting point.
Black Swan Capital Ltd is directly authorised and regulated by the Financial Conduct Authority, registration number 229892.
The following documents can be requested by email from email@example.com
The Attitude to Risk Questionnaire. It's a fairly standard 18 question one.
A Retirement Options Questionnaire. This helps us and the client decide upon what it is that they are seeking to achieve.
An Essential Spending questionnaire. In a similar way, this just helps us to see what the regular committed outgoings are and whether we need to guarantee an income (i.e. an annuity) or whether they can afford their outgoings without needing these funds (i.e. brings drawdown into the conversation).
Our brochure - This concentrates largely on our fees.
The Fact Find - Information about the client
Our Client Agreement - General terms of business
When we actually give the advice, we issue a full Suitability Report, this will bring all of the info together and make the recommendations. There will be a page to sign and return to confirm that they understands it all.