The following are useful documents for new clients to Bay Tree Financial Planning: Directions [PDF] Pre-Appointment Questionnaire [DOC] Attitude to Risk Questionnaire [PDF] Bay Tree Client Charter [PDF] BR19 - Pension Forecast [PDF] Key Facts About our Costs Services [PDF] Letter of Authority [PDF]
The following are useful documents for existing clients of Bay Tree Financial Planning: Directions [PDF] Attitude to Risk Questionnaire [PDF] Authority for Full Servicing Rights [PDF] BR19 - Pension Forecast [PDF] Employee Benefits LOA [PDF] Guide to investing [PDF]