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.
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.