Your trust is our most valuable asset. We conduct ourselves with professionalism and integrity, always maintaining the highest standards of confidentiality, privacy and data security and we are committed to deliver services of the highest quality. With regard to your retirement, it is vital to start planning at an early stage and get important decisions right first time. We promise to put your interest above our own. And we promise that an LGF team member will always be available to answer any questions you may have.

A summary of our policies is set out below:

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General Policies

Promotions

LifeGoals Financial Services Ltd (ex. Emergo Wealth) (the “Company”) reserves the right to offer improved terms of service in the form of Promotions, for existing or new clients of LifeGoals™
Any Promotion may apply for a limited period of time (the “Promotion period”), based on terms and conditions.
Once the Promotion period commences and until it expires, the Management fee will be reduced or eliminated completely, based on terms and conditions.
Please note that, even though a reduced Management (and/or Administration Fees) may be charged during the Promotion Period, 3rd party fees will apply, and your account will be charged accordingly. For more details on the fee structure please click here.
The Promotion is not transferrable. This means that you cannot transfer the Promotion to an existing user.
The Company reserves the right to amend, withdraw or restrict the Promotion at any time without notice. The Company is the sole arbiter of these rules and any other issue arising under the Promotion. If the Company suspects fraudulent or abusive behaviour, gaming of the system or a violation of these terms, the Company reserves the right to remove all Promotions and take any other action it deems appropriate including, but not limited to, closing the LifeGoals account.
This Promotion is only valid for European clients.
Our standard terms relating to your use of LifeGoals Financial Services Ltd and any applicable agreements that apply and are not affected in any way by this Promotion.

Execution Quality Summary Statements

Pillar III Disclosures

For more information on our Policies please contact us.