BIFA - Download forms

To download the documents below, either left click on the blue text to open the document and save or right-click on the blue text and select the"Save Taget As..." option. Save the file to your desktop and open from there.

* Client_Agreement - Word Download - Please sign pages 5 and 6 where appropriate, returning page 6    only to us.
* SERPS Review Questionnaire - Word Download - Please complete and sign before returning.
* Letter of Authority - Word Download - Before printing this document, please remove highlighted text        and add the relevant information for each of your pension policies.

To request a SERPS review, download the above forms and print them out. Fill in your details, sign and send to:

Address:
Barnes Independent Financial Advice
Stephen House,
23a Bargates,
Christchurch,
Dorset
BH23 1QD

CLICK HERE FOR FURTHER DETAILS ON APPLYING FOR A SERPS REVIEW

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