Financial Adviser Literature. We pride ourselves on focusing on servicing our clients and their advisers.

This Registration Application Form should be completed by Financial Advisers and read in conjunction
with the Financial Adviser Terms of Business before utilising the Wealthtime Private Client Service.

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Get Adobe Reader. 

Adobe Acrobat Reader 8 or above is required to view the literature in this section please download it here.

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Financial Adviser Literature.
| Financial Adviser Online Registration Form.

This Registration Form must be signed by Financial Advisers and Intermediaries who wish to access
Wealthtime Online. Please read the Terms and Conditions and sign the Online Registration Declaration.

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This Client Application Form is the composite version of the Wealthtime Private Client Service and Product Application Forms. This Form must be signed and completed before Wealthtime can set up your client’s Private Client Service.

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This Form should be completed by an FCA Regulated Firm to verify the identification of a Private Individual.

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Financial Adviser Literature.
| Adviser Charges Agreement (New).

This Form must be signed by the Client and Financial Adviser when Adviser Charges
are being facilitated from your Wealthtime Private Client Service for the first time.

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Financial Adviser Literature.
| Adviser Charges Agreement (Changes).

This Form must be signed by the Client and Financial Adviser when Adviser Charges are being
amended in respect of the Wealthtime Private Client Service and/or the Wealthtime Products.

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Financial Adviser Literature.
| Adviser Charges Agreement Cancellation Notice.

This Form should be used to instruct Wealthtime to cancel an Adviser Charges Agreement. If you are only changing an existing Adviser Charges Agreement then you should complete an Adviser Charges Agreement (Changes) Form not this Notice.

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Financial Adviser Literature.
| ISA Application for Existing Clients.

This Form should only be used if your client is already a client of the Wealthtime Private Client Service. Otherwise please complete the Composite Wealthtime Private Client Service Application Form not this one.

The Wealthtime Private Client Service is administered by Wealthtime Limited, which is authorised and regulated by the Financial Conduct Authority.
Wealthtime recommends that before making a decision regarding this service and the investments you should contact your Financial Adviser.

Wealthtime Limited, The Oak House, Barford Lane, Downton, Salisbury, Wiltshire SP5 3QA T: 01725 512925 E: admin@wealthtime.co.uk

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