UnaVida | Preparation for Meetings at UnaVida Offices

Preparation for Meetings at UnaVida Offices

Client meetings are held at our offices (close to the village of Hurst).

To get the best results from any meeting please complete and return any forms we send you in advance of the meeting.

Risk Profile Questionnaire
Investment Planning is very sophisticated these days, completion of this form enables us to assess how best to combine a mix of different assets for someone of your investment personality.

If you have a partner, please complete one questionnaire each, independently.

More About You
This allows you to state what your key objectives are, and to prioritise them. The additional pages allow you to expand upon this.

Data Form
This 1 page form provides us with your contact details.

Other (Optional) Paperwork
Copy of your Wills

Copy of any Pension or Investment Statements

Copy of any Life Insurance Policies

Money Laundering
Under Money Laundering Rules and regulations, we are required to see some form of identification, such as passports, recent utility bill and or driving licences.

You could of course simply pop in and have a chat but we believe you will get more out of the meeting if we have the forms completed.

We look forward to meeting you …

Registered in England and Wales. Registered Number 5553273.
Registered Address: 8f Millars Brook, Molly Millars Lane, Wokingham, Berkshire, RG41 2AD.

A pension is a long-term investment that typically cannot be accessed until age 55 (57 from April 2028). The level of pension benefits offered could change depending on the value of your investments (and any income they may generate).

The interest rates in effect at the time you begin receiving benefits may also have an impact on your pension income. The tax consequences of pension withdrawals will depend on your unique situation. In later Finance Acts, tax rates, tax bases, and tax relief may change.

The opinions expressed by Ray Best are meant to inform and educate. Before making any investment decisions always take advice that is pertinent to your investment personality and financial situation.

You are aware that past performance will not necessarily be repeated in the future, but you should be aware that persistent poor performance invariably will.

The value of an investment and the income from it could go down as well as up.

The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.

UnaVida Wealth Management Ltd. is directly authorised and regulated by the Financial Conduct Authority (440577).

The guidance in this website is primarily aimed at a UK audience and is subject to regulation by the Financial Conduct Authority (FCA).

The Financial Conduct Authority does not regulate tax planning, estate planning, or wills and any form of legal documentation.