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Canaccord Genuity Financial Planning Limited

Consent form

Transferring the provision of the financial planning services we provide to you from Canaccord Genuity Financial Planning Limited to CG Wealth Planning Limited.

Please tick all the boxes below so that we can transfer the provision of services to CG Wealth Planning Limited. If there is anything that you would like to discuss, or if you do not wish to provide your consent for any reason, please call your CGWM adviser.

I/we consent to the termination of my/our existing service terms and conditions with Canaccord Genuity Financial Planning Limited and entering into new terms of business with CG Wealth Planning Limited which were supplied to me /us as part of this consent request. *
I/we consent to any fees payable to CG Wealth Planning Limited for the services they provide to me/us, being collected from those accounts currently used by Canaccord Genuity Financial Planning Limited to collect fees. *
I/we consent to CG Wealth Planning Limited and other companies in the Canaccord Genuity group processing my/our ‘special category data’ for the purpose of delivering services to me/us. *
*Mandatory field

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.