Follow rules to the letter

This week's Investment Week Articulate page sets out the main requirements for a terms of business l...

This week's Investment Week Articulate page sets out the main requirements for a terms of business letter as determined by the FSA. If there is a subject you'd like to see explored on this page, please email: [email protected] FSA rules require any firm conducting investment business for a customer to provide a terms of business letter or enter into a client agreement with the customer in good time to enable the customer to consider properly the service on offer before he is bound. Even if this was not a mandatory requirement, it is good practice followed by most professio...