Scott and Casey Financial Management Ltd
  • First Floor Business Centre, Circle Line House, 8 East Road
  • Harlow
  • Essex
  • CM20 2BJ
  • Tel: 01279 636392
  • Email: [email protected]
  • Fax: 01279 636365
  • Home
  • About Us
  • Data Protection
  • Services
  • Pensions
  • Investments
    • Re-registration of Investments
  • Life Assurance
  • Mortgages
  • Insurance
  • Corporate

Re-registration of Investment Document Centre

Under an initiative to improve transparency of investment costs, many providers are converting older share classes to newer more transparent share classes, where the costs are clear to investors. Scott and Casey Financial management Limited may have written to you recently where we feel you may be better served by re-registering your investments to a new platform. We strongly recommend where this is the case that you download the appropriate material from those shown below, and ensure that you are happy with all terms and conditions before proceeding with your decision to re-register the assets.

Platform Client Guide Feb 2016.pdf
File Size: 5435 kb
File Type: pdf
Download File

Aviva Wrap Platform - ISA

If we have recently written to you regarding the Aviva Wrap Platform the platform brochure, ISA Key Features Document, and ISA Terms and Conditions are all shown below and can be downloaded simply and efficiently for your future reference. 
Aviva ISA Key Features Document KFD.pdf
File Size: 394 kb
File Type: pdf
Download File

Aviva ISA Terms and Conditions.pdf
File Size: 142 kb
File Type: pdf
Download File

Aviva Wrap Platform - General Investment Account

If we have recently written to you regarding the Aviva Wrap Platform the platform brochure, GIA Key Features Document, and GIA Terms and Conditions are all shown below and can be downloaded simply and efficiently for your future reference.
Aviva Investment Account Key Facts Document KFD.pdf
File Size: 449 kb
File Type: pdf
Download File

Aviva Investment Account Terms and Conditions.pdf
File Size: 529 kb
File Type: pdf
Download File

Please remember that past performance is not necessarily a guide to the future, and that the value of your investments can fall as well as rise, and you may not get back the original amount of capital invested.
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