Discretionary

Our job is to accurately reflect a clients' wishes. Ideally, we like to meet our clients although this isn't always possible. Far and away the majority of our clients are a result of recommendation by an existing client.

For those of our clients who want exposure to the market or maybe aren't always around to take advantage of an arising situation they have learned to trust First Equity's Discretionary service.

Private Clients

	Private Client Execution Only Registration Form

	Advisory or Discretionary Account Opening Form

	MiFID letter to Retail Clients

Corporate Clients

	Corporate Registration Form

	MiFID letter to Professional Clients

Documentation to support Registration Form/Account Opening Form

	Money Laundering Regulations

Customer Agreement

	Customer Agreement