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The paperwork, in one place.

Here you’ll find the key documents for working with us: what we may ask you to sign, what we disclose, and how we handle complaints and privacy.

Client documents
Letters of authority and letters of appointment: what they are, what they let us do, and how to get a copy.
Disclosure statement
Who we are, how we’re licensed, how we’re paid, and the other things we’re required to tell you.
Terms of business
How we work with you when you engage us as your broker.
Complaints process
How to tell us if something’s not right, how we’ll respond, and what you can do if you’re still not satisfied.
Privacy policy
What we collect, why we collect it, and the rights you have over your information.
Terms of use
The rules for using this website.

Can’t find what you’re after?

Ask us. If a document exists, we’ll send it. If it doesn’t, we’ll tell you that too.

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