Template client agreements updated

We have updated our template client agreements in relation to the term that sets out your firm's right to end the agreement.

You have an obligation to ensure that the terms and notices within your firm's client disclosure documents meet the requirements of the Consumer Rights Act 2015 and are fair to your clients. In its role as a regulator under the Consumer Rights Act, the FCA recently published a 'notice of undertaking' relating to the termination clause in the share dealing agreement of an FCA regulated firm.

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