This letter is designed to be used as part of your new client process, to define the scope of the engagement and should be signed by your prospective client when they decide to accept your fee and engage you to prepare their Financial Plan. It has been designed to comply with the FPA’s Rules of Professional Conduct (November 2009).

The Template is in the form of a Microsoft Word document.

When your payment has been confirmed you will receive an email from us with a link to download your letter template (within 48 hours).