Documents

Watt Money Letter of Authority (to be printed and completed)

November 28, 2022

Introduction to the Watt Money ESG Model Portfolio Service

September 7, 2022

Watt Money Privacy Terms and Disclosure (GDPR) document

September 7, 2022

Watt Money Financial Review Form (factfind)

September 7, 2022

Watt Money key facts about services

September 7, 2022

Couple's Risk Profile Questionnaire (to be printed and completed together)

September 7, 2022

Risk Profile Questionnaire (to be printed and completed)

September 7, 2022

Watt Money Client Agreement

September 7, 2022

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