Client Responsibility


You should provide Fundworks Limited with any information requested to enable us to provide the appropriate advice and services required.  It is important that you do not unreasonably withhold any information.  Please note that all advice provided will be based on the information provided.

We will carry out a systemised review of your plan to make sure you stay on track to meet your goals and objectives. We will discuss:

Have your personal circumstances or goals changed?
How has your portfolio performed?
Do we need to make any changes?
Has risk attitude changed?
Re balancing portfolio?

Frequency of the reviews and the format of the review e.g. face to face, telephone based or written will differ depending on the proposition level.

See section headed Services.


S36 2UH



T: 0114 2903645
F: 0114 2903646



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© 2015

Fundworks Ltd

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Fundworks Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 209002. You can check this on the Financial Services Register by visiting the FCA’s website - or by contacting the FCA on 0800 111 6768 (freephone).


The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.