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Terms and Conditions

The information on this site is for UK investors only

Please read this page before proceeding as it explains the regulations of use for this website and the countries to which it applies. It is your responsibility to be aware of these regulations.

UK compliance information

Quilter is the trading name of Quilter & Co. Limited. A member of the London Stock Exchange and authorised and regulated by the Financial Services Authority. Registered in England No 1923571. Registered office at 20 Bank Street, Canary Wharf, London E14 4AD. Messages and telephone calls to and from Quilter may be monitored to ensure compliance with internal policies.

Legal

The information on this website is directed at UK residents only. Investors in the Channel Islands and in Ireland should access our websites specifically for these countries.

The distribution of information in certain countries may be restricted by local law and accordingly persons who access this website are required to inform themselves and comply with any such restrictions. In the Channel Islands and Ireland the regulatory and compensation regimes are different from those in the UK.

Quilter accepts no responsibility for the contents of any sites of third parties that may have links to or from our site. Quilter does not endorse any product or service promoted on any such site.

Warnings

The Quilter web site has been prepared for information purposes only and is not a solicitation, or an offer, or an invitation to buy or sell any security. It does not purport to be a complete description of our investment policy, markets or any securities referred to. All expressions of opinion are subject to change without notice.

Whilst Quilter uses all reasonable efforts to ensure that the information on this website is accurate and up to date, no representations or warranties are given as to the reliability, accuracy and completeness of the information on this website. Quilter accepts no liability for any damage or loss including loss of profit whether direct, indirect or consequential in respect of the use of this web site or its content. However, we do not exclude or restrict any liability that we may have under the Financial Services Authority rules and any other applicable laws or regulations in England or Wales. The information contained in this website may be changed by Quilter at any time without notice.

Associated companies of ours and/or their employees may make markets or specialise in, have positions in and effect transactions in securities of companies researched and/or traded by us and may also perform or seek to perform investment banking activities for those companies. Any references to our model portfolios, which are used for internal purposes, are purely illustrative.

Past performance is not necessarily a guide to future performance. Investors should remember that the value of an investment can go down as well as up, and they may not get back the amount they invested. Changes in exchange rates or taxation may have an adverse effect on the price, value or income of the investments.

Nothing contained on this website constitutes investment advice and it is important that you do not rely upon its content to make investment decisions. Investments or investment services referred to may not be suitable for all recipients. You should contact us or an independent financial adviser if you are in any doubt.

Data protection and Privacy Statement

This statement relates solely to information provided by you on the Quilter website. When you provide us with your personal information, we pledge to keep it secure. This privacy statement is your guide to understanding how we use the information you provide to us.

Quilter is committed to respecting your privacy. Any personal information that you give us will be used for providing you with the services that you have requested from our website. We may also use this information to update and enhance our records.

By completing any on-line forms and providing Quilter with your personal information, you consent to us processing this information in order to provide you with the services you have requested. In some circumstances, it may be necessary for us to send your information outside the European Economic Area (EEA) in order to fulfill your request.

From time to time, Quilter and associated companies may wish to send you direct marketing information. Your personal information will be treated as confidential. Quilter does not sell or give away your private information to any third party.

The Quilter website provides existing clients with the facility to use a cookie for the on-line account facility. A cookie is a text file that is stored on your computer. This means that if you elect to save your user id and password they will be saved on your computer. When you next access the on-line facility from the same computer your user id and password will automatically appear.

Quilter reserves the right to amend its data protection and privacy statement at any time.

This statement is not intended to, nor does it, create any contractual or legal rights on Quilter.

If your personal information changes, please assist us by informing us of any changes.

 

Use of our on-line service

Clients and their advisers who may have requested access to our on-line services are reminded of the following terms:

You will keep your user name and password confidential and will protect these from unauthorised use of or access to the service.

We will endeavour to take all reasonable steps to protect your personal data but cannot guarantee the security of data disclosed on-line. You accept the inherent security implications of passing information over the internet and agree to the provision of our on-line services at your own risk.

You agree to the exclusion of any liability in respect of errors, omissions or breaches of security beyond our reasonable control.

We reserve the right to change the content, presentation, performance, user facilities and availability of any part of our on-line service at our sole discretion.

We do not guarantee the accuracy, adequacy, quality or fitness for any particular purpose or use of the information on this service.

 

Copyright

The Quilter website remains the property of Quilter & Co. Limited. Any publishing or re-distribution of any of the content found on this site is prohibited, unless you have prior written consent from Quilter.

“Quilter” and the “Quilter” logo are registered Community Trade Marks and remain the exclusive property of Quilter & Co. Limited. You are prohibited from using the Quilter marks for any purpose without the written permission of Quilter.

The company cannot accept responsibility for any alterations to any of the content on this website unless such alterations have been made, or approved, by Quilter.

Published: June 2009

 

This website is for UK investors only. Quilter is the trading name of Quilter & Co. Limited. A member of the London Stock Exchange and authorised and regulated by the Financial Services Authority. Quilter is a private limited company that is registered in England No. 01923571. The registered office is at 20 Bank Street, Canary Wharf, London E14 4AD. Quilter is a wholly owned subsidiary of Morgan Stanley Smith Barney. “Quilter” and the “Quilter” logo are registered Community Trade Marks and remain the exclusive property of Quilter & Co. Ltd. You are prohibited from using the Quilter marks for any purpose without the prior written authority of Quilter. Messages and telephone calls to and from Quilter may be monitored to ensure compliance with internal policies. Terms and Conditions