Our terms
Here you can find our Terms and Conditions (“Terms”) for the following services.
- UK Retail Clients
- UK Retail Clients – Managed Advisory
- Channel Islands Clients
- UK Intermediary Clients
UK Retail Client Terms & Conditions
Terms for clients using our Wealth Management, Discretionary Investment Management, Financial Planning and Execution Only services, to come into effect from July 2022.
Managed Advisory Terms & Conditions
Terms for clients using our Managed Advisory Services. The Managed Advisory Terms and Conditions (the “Managed Advisory Terms”) are to be read in conjunction with the Retail Client Terms & Conditions (the “Retail Terms”) to come into effect from July 2022.
Channel Islands – Private Client Terms & Conditions
Terms for clients using our Investment Management service through our Jersey office, to come into effect from July 2022.
Retail Client Terms & Conditions for the clients of financial advisers
Terms for clients accessing our investment management services via an Intermediary, to come into effect from July 2022.