Download

Forms & Documents that you may be required to download

Below is a variety of documents and forms that we may ask you do download to help us when working together. In order to download the PDF document, please click on the download button located below the specific document you would like to access. This PDF will open in a new internet browser tab, which you can then either print or save.

MWA Client Agreement

Before providing you with any investment service it is important that you know how we intend to conduct business with you.

Letter of Authority

A Letter of Authority (LOA) is required by product providers to authorise them to release information to a third party.

Initial Disclosure

This document provides information about MWA, our products are services, our fees and how we are regulated.

Privacy Statement

This document explains your rights in relation to your personal data, the reasons for processing your personal data and how we use that data.

Mortgage Documents

This document outlines the various documents and details about you that we will need in order to complete a Mortgage application.

Meeting Documents

Our services require details and documents about you. This list provides the required documents needed for both initial and review meetings.

HMRC Tax Calculation

This document will provide you with a step by step guide to help you print the various HMRC Tax Calculation documents.

Not regulated by the Financial Conduct Authority.

Making a Will

A Will is the first step in ensuring that your estate and assets are distributed to your beneficiaries as you wish.

Not regulated by the Financial Conduct Authority.

Guide to being a Trustee

This document should help you to understand what you will need to do if that you have been asked to be a trustee.

Not regulated by the Financial Conduct Authority.

MWA Ltd is registered in England and Wales.
Company Registered Office: 17 Mary Vale, Godalming, Surrey, GU7 1SW.
Company Registered Number: 5040142
MWA Ltd is an appointed representative of ALPs FS Ltd, which are authorised and regulated by the Financial Conduct Authority.

THIS WEBSITE APPLIES TO THE ACTIVITIES WITHIN THE UK ONLY.

Website Designed by WebbsiteWorld