Terms of Business

    Our terms of business, along with your Engagement Letter, form your client agreement – which we ask you to sign before we do any chargeable work for you.

    Below we have outlined our general terms of business. 1825 is currently a brand or trading name used by a small number of Standard Life group financial advice firms in the UK – who each have their own legal and regulatory information. When you become an 1825 client, your financial planner will provide you with a copy of these terms that contains all of the correct legal, regulatory and contact information for the part of 1825 you are working with. If you have any questions about our terms, get in touch.

    If your financial adviser has recently been acquired by 1825, your terms will not automatically change and your current agreement still stands until you sign an 1825 Engagement Letter.

    Please note this general Terms of Business applies to clients of our individual financial planning services. If you are a corporate client or a client of our mortgage services please contact your financial planner for a copy of your terms.

    If you have any questions about our terms, please contact us or ask your 1825 Financial Planner.