ROA Response

Client First Name

Client Last Name

Partner First Name

Partner Last Name

Select an option

WE (if ROA addressed to both)

I

Have received and read this Record of Advice (ROA) document and confirm our instructions as follows:

Accept the recommendations and authorise any implementation required

Do not wish to proceed or act on this advice

Agree to proceed but require the changes outlinbed below:

Brief description of any changes:

Submitted to BWM - thankyou