Wealthify Terms and Conditions

If you want to read through our full terms and conditions, then please follow the links below.

Wealthify Terms and Conditions

• Wealthify Customer Agreement
• Investment Terms and Conditions
• Pension Terms and Conditions
• Privacy Policy

Legal & Regulatory

• Our Pillar 3 Statement

Winterflood Business Services Policies

• WBS Privacy Policy
• WBS Complaints Policy
• WBS Conflicts of Interest Policy
• WBS Best Execution Policy

Previous Terms and Conditions

• Investment Terms and Conditions (effective up to 07/08/2021)