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Transferring your accounts to CG Wealth Planning Limited and Canaccord Genuity Wealth Limited

We need to provide you with new terms of business and a summary of the broad changes between your existing terms of business and your new terms. We are seeking your consent to be bound by these terms. I would encourage you to read them.

If you consent, the new terms will come into full force and effect on or shortly after 4 October 2019.

If there are any areas that you wish to discuss further, please email



IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.