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Support and disclosure of needs form

We are committed to offering a personalised, respectful, and inclusive service.

That’s why when you meet with your Investment Manager or Financial Planner they will listen and make you feel comfortable discussing any additional needs that you may have.

This might call for additional support, either on a permanent or temporary basis, depending on your circumstances. For example, if you have recently experienced a bereavement or are suffering with ill health, you might need extra time or more help to run through an investment recommendation.

We want to do all we can to make your experience of managing your financial affairs easier for you.

We also appreciate that you may not always feel able to discuss personal matters face to face, but you’d equally like to let us know about something that is affecting your life or personal wellbeing. You can do this by emailing your dedicated contact at Quilter Cheviot.

However, if you prefer, you can also do this here using our online form. We will make sure any information you provide reaches your Investment Manager and / or Financial Planner who will treat this information with the utmost discretion. They will take this into account in your interactions and be in touch to further discuss how we can support you and your financial needs.

About you

Please indicate below if someone is completing this information about you on your behalf:

About your support needs

Please indicate if any of these additional support needs are relevant for you:
I need correspondence in a different format:

Are your needs for additional support permanent or temporary?

You may be experiencing a situation where you need additional support for the short term or you may have longer term, more permanent needs that won’t change. Letting us know this will help us adapt.

About any key life events or changing circumstances

Anything else?

Your privacy

Please note any information you provide will be treated with utmost sensitivity and discretion. By submitting this form, you consent to us storing and sharing this information with relevant Quilter colleagues to better support your needs. This form is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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The value of your investments and the income from them can fall and you may not recover what you invested.