Benchmark platform documents

Key documents

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Your agreement with us

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Custody agreement
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Product governance
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Guides

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Guide to Fusion Wealth literature
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Product wrapper guide
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Guide to risk
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Guide to transfers
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Investor protection guide
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JISA rollover guide
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Guide to proxy voting
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Guide to flexible ISAs
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Important policies

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Conflicts of interest
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Best execution policy
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Treating customers fairly
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Fusion Wealth SIPP

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Key features document
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Tax information guide
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Terms and conditions
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Permitted investment schedule
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