GETTING YOUR CLAIM UNDERWAY
We will send you our pension or property claims application form, where you can state the facts, figures and story of your investment(s) to the best of your knowledge. We will be on hand should you require any assistance at this stage.
We are on hand to help explain the type of supporting evidence you will need to find before returning everything to us. Alternatively, we can advise you on submitting a claim even if you no longer have your paperwork.
With our application form, we will also send you our client care letter which outlines your rights. It also explains our terms of business, which clearly describes how we will act for you and letters of authority in which you grant us permission to request information from third parties on your behalf. Simply read, sign and return them with your application.