Amendments to client Engagement Letters and our Standard Terms and Conditions

January 2017

Flexible Directors Limited T/As FD Solutions is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Our obligations relating to this are set out in all Engagement Letters and Terms and Conditions now issued. However, existing clients are advised of a number of matters that we need to bring to your attention.

    • If, during the provision of professional services to you, you need advice on investments, we may have to refer you to someone who is authorised by the Financial Conduct Authority, as we are not. However, as we are licensed by the Institute of Chartered Accountants in England and Wales, we may be able to provide certain investment services where these are complementary to or arise out of the professional services we are providing to you. Such services may include certain corporate finance activities.
    • To enable us to provide you with a proper service there may be occasions when we will need to contact you without your express permission concerning investment business matters. For example it may be in your interests to sell a particular investment and we would wish to inform you of this. We may therefore contact you in such circumstances. We shall of course comply with any restrictions you may wish to impose which youify to us in writing.
    • In the unlikely event that we cannot meet our liabilities to you, you may be able to claim compensation under the Chartered Accountants’ Compensation Scheme.