About us

Pen-Life Investment Platform

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Contact Us

Equinox House
Clifton Park
Shipton Road
York, YO30 5PA

Tel: 0800 083 4020

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Enquiry Form

Complete our enquiry form and we will be in touch to discuss how we can help you

Legal Information

The FSA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Some of our documents use the Keyfacts logo required by the Financial Services Authority. To access the FSA's own moneymadeclear website click here.

Please download and read the following documents which are provided in Adobe Acrobat format.

PDF

Client Agreement

Our client agreement documents will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood. This will normally take place at the first meeting.
PDF

Keyfacts about our services and cost

Our keyfacts documents will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood. This will normally take place at the first meeting.

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Pen-Life Associates Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 212972

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