Important Documents

Please use the links below to download the important Clubfinance literature (click here documents relating to the Frequent Trader service):

 Terms of business  Clubfinance's About our Services document

 Combined initial disclosure document  Clubfinance Ltd's Terms and Conditions of Business

   Client Declaration Form

   Identification Requirements Information

   Letter of Authority / Change of Agent Form

   Posting Checklist for investment business

   Additional Terms of Business for Pension Products

   Pension Transfer Risk Warnings

   VCT Risk Warnings

   EIS & SEIS Risk Warnings

   Additional risk warnings for Business Property Inheritance Tax (IHT) Products

   Investment Trusts Risk Warnings

   ISA Transfers Risk Warnings and General Information

   Clubfinance Non-Readily Realisable Securities Risk Warnings

   Clubfinance Additional Risk Warnings for Debt-based Crowdfunding

Please right click the links and select 'Save Target As' to save a copy to your hard drive, or left-click to open.

You will require Adobe Acrobat to view our documentation. You can download a copy of Adobe Acrobat using the following link:

Important Information

Clubfinance Ltd is authorised and regulated by the Financial Conduct Authority (firm reference no. 400139). Clubfinance offers an execution-only discount broker service; Clubfinance does not give advice or recommendations. If you have any doubt about the suitability of a particular product or service, or you require advice, you should seek a personal recommendation from an appropriate firm that does give advice. Clubfinance does not produce the products it arranges, or manage the underlying investments. Payments must not be made to Clubfinance, but to the relevant product provider. Contact details for Clubfinance can be found under 'contact'. Users of this website should be aware of the following:

The information on this website is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes and is governed by our terms and conditions of website usage, please click here for details. It is not for distribution in any other jurisdiction, including the United States of America.

Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.

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