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Söderberg & Partners Wealth Management
Platform documents and forms
Platform Documents

Articles in this section

JISA Registered Contact Form
Terms and Conditions
Fees schedule
Söderberg & Partners - Reasons Why
Capital Gains Tax - Important notes, Disclaimer and alerts
Stakeholder Rules
Best Execution Policy
Custody Terms
EIDV Policy Statement
Privacy Policy

Terms and Conditions

March 11, 2026 15:52
Updated

Platform Terms and Conditions v2.0

Last Updated: 11/03/2026

Terms and Conditions.pdf
600 KB Download

Söderberg & Partners Wealth Management Ltd

One Temple Quay
Temple Back East
Redcliffe
Bristol Bs16dz

Company information

FCA number: 995131
Companies House number: 14035487

Söderberg & Partners Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority under registration number 995131. You can verify these details in the Financial Services Register.

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