On this page you will find any relevant documentation that you may need, whether you are a current client at Cockburn Lucas or if you would like to become a new client.
All forms can be downloaded. You may wish to complete any necessary forms and e-mail them to us at enquiries@cockburnlucas.co.uk or, alternatively, post them to us at our office address, which is provided on the Contact Us page.
Review Personal Factfind – Our clients are asked to complete Review Personal Factfind forms so that we can continue to provide the best financial advice possible in the event of any changes of circumstances. If you are a current client and your advisor has asked you to complete a Review Factfind form, please click the following link and the form can be easily downloaded: Review Personal Fact Find
Personal Factfind – New clients must complete a Personal Factfind form. This background information helps us to provide the best financial advice possible based on your own personal needs and circumstances. The form can be downloaded here: Personal Factfind
Terms of Business – If you are currently undertaking business with Cockburn Lucas you will be required to agree to our Terms of Business. Please click the following link to download the form: Terms of Business
Risk Questionnaire – Both our current and new clients are asked to complete Confidential Risk Questionnaires. These enable us to determine your attitude to risk and help us to tailor any financial advice we give you accordingly. If you are a current client and your advisor has requested that you complete a new Confidential Risk Questionnaire, or if you are a new client and you wish to do business with us, you can download the form by following this link: Risk Profile Questionnaire
