Key Policies and Information
Welcome to First Samuel
Thank you for considering First Samuel as your wealth manager.
First Samuel Financial Services Guide (Version 14 - 2021)
While our FSG provides an overview of the way we are remunerated, full details of our fees and other costs are contained in our Guide to Fees.
First Samuel Guide to Fees (Version 6 - 2021)
To find out if First Samuel's MDA Services are appropriate for you, you can read our Target Market Determination (TMD) document here.
TMD for MDA Services (Version 1 - 5 October 2021)
In addition to the information laid out in the FSG, you can find more details about our complaints-handling procedures in our Public Complaints Policy.
Public Complaints Policy (Version 1 - 2021)
If there is any matter that you feel we have not covered to your satisfaction then please ask us.