Paperwork for doing business with The Money Works

GUIDE TO OUR SERVICES

Part of our "Client Agreement".
If you are an investment client you need to download this to read about our company, the services we offer our typical fees and how you can pay for them. Also includes important regulatory information

DATA PROTECTION ACT (DPA)
The DPA requires us to comply with a number of important principles. It also gives you rights over your personal information. Read about it in this download

PURE PROTECTION - KEY FACTS ABOUT OUR SERVICES
Before we can give you advice about "Pure Protection" non-investment products (eg: life, critical illness cover) the Financial Services Authority requires us to provide this, so that you may see if our services are right for you

HOME PURCHASE - KEY FACTS ABOUT OUR SERVICES

INVESTMENT FACT FIND









MORTGAGE FACT FIND










BUY TO LET - KEY FACTS ABOUT OUR SERVICES

1. You will need Adobe PDF reader to view the above downloads.See our download page or click here
2. All the above, except the DPA document, may vary slightly depending on your specific circumstances and the individual arrangement you have with The Money Works
3. The Financial Services Authority do not regulate most Buy To Let mortgages