This Terms of Business Agreement sets out the terms and conditions under which we will provide services to you and your business.

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Financial Advice Disclosure and Terms of Business Agreement

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Financial Advice Disclosure (FAD)

The Financial Advice Disclosure contains information about Lockton from a financial advice perspective. It explains the financial services offered, the fees charges and how Lockton will deal with complaints.

Terms of Business Agreement (TOBA)

The Terms of Business Agreement, along with the Lockton Financial Advice Disclosure sets out the terms and conditions under which we will provide services to you and your business.