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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



Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.