Key Documents

Penguin Wealth Key Documents

On this page you will find a selection of key documents that we require to be filled prior to client meetings.

Clicking on the forms below will allow you to save them and print them off. Once they are printed if you could fill them in and then return them to us, using our freepost address below, that would be great.

FREEPOST

RSKK-HAHC-JXZU

Penguin

2 Raleigh Walk

Brigantine Place

Cardiff

CF10 4LN

Letter of Authority

The primary purpose of the letter is to give Penguin permission to request information in writing from the providers of your financial products. We cannot advise you on your existing arrangements without this information

Click here to download

Lifetime Focuser

The lifetime focuser helps us to get an idea of your current situation and current goals. Another essential pre-meeting document.

Click here to download

Confidential Client Questionnaire

This is the document on which we record your financial information on.

Click here to download

Client Agreement Document

This document is our Terms of Business, it describes the services we provide, costs and processes that are followed.

Click here to download