Terms of Business

For clients of Raymond James

Our Terms of Business describe how we do business with you, our client. It sets out our rights and obligations to you, as well as your rights and obligations to us. It also sets out the role and responsibilities of the firm that will hold your investments, and your obligations to that firm. If you have any questions about it, please speak to your Raymond James wealth manager.

Raymond James Terms of Business

For clients of firms who use the Raymond James Investment Management Platform

The Terms of Business describe how we do business with you, our client. It sets out our rights and obligations to you, as well as your rights and obligations to us. It also sets out the role and responsibilities of the firm that will hold your investments, and your obligations to that firm. If you have any questions about it, please speak to your Financial Intermediary.

Investment Management Platform Terms of Business

ISA Terms of Business

For clients of Raymond James
To read or to download this, please click the button below:

Raymond James ISA Terms of Business

For clients of firms who use the Raymond James Investment Management Platform
To read or to download this, please click the button below:

Investment Management Platform ISA Terms of Business

 

If you’re not sure which Terms of Business apply to you, please call your wealth manager or financial intermediary. If you can’t get hold of them, you can call our client support team on 020 3798 3500.

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