Appointing Us

Appointing us is straightforward. Simply Phi has already cleared our internal conflict checks. We will need to undertake a short KYC process before you become a client of the firm, but we do not foresee any issues. Please contact Leo Stevens or Triya Maicha when you are ready, and we will get the process under way.

If there is any further information that you require from us before we are admitted to your panel, please do not hesitate to contact us.