Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

abrdn plc

For shareholders, careers and company information.

Change country site
Log in
  1. Home

Terms of Business

Dots

Our Terms of Business, along with your Client Acceptance and Our services and charges guide, form your client agreement – which we ask you to sign before we do any chargeable work for you. The next steps are to develop and put your plan in place. This plan, which will detail the services you have chosen, will be set out for you in your personalised Suitability Report.

We have outlined our general terms of business below. Abrdn Financial Planning and Advice Limited is part of abrdn plc - a global asset management company offering active wealth management, financial planning and advice services). When you become an abrdn client, your financial planner will provide you with a copy of these terms that contains all of the correct legal, regulatory and contact information for the part of abrdn you are working with. If you have any questions about our terms, get in touch.

If your financial adviser has recently been acquired by abrdn, your terms will not automatically change and your current agreement still stands until you sign an abrdn Client Acceptance.

Please note this general Terms of Business applies to clients of our individual financial planning services. This Terms of Business does not apply to direct-to-consumer customers such as ISA account holders, or private clients. If you are a private client, please contact your financial planner for a copy of your terms.