Asset management with an edge

Legal disclosures

iFunds Asset Management Ltd
 
iFunds Asset Management Ltd is authorised and regulated by the Financial Conduct Authority, registered in England and Wales, No. 565311. Registered office The TechnoCentre, Puma Way, Coventry, CV1 2TT. Company number 2442391.
 
Complaints
 
In the event of a client being dissatisfied with any aspect of iFunds' service, they are requested to write to our Compliance Officer in the first instance at the registered office above. Full details on our complaints procedure can be found  here . A client has the right of complaint direct to the Financial Ombudsman Service ('FOS'). The FOS is an independent dispute resolution service set up by the Government to consider your complaint if you disagree with our findings.

Details on the FOS can be found at www.financial-ombudsman.org.uk .
 
Jurisdiction
 
The information contained herein does not constitute a distribution, an offer to sell or the solicitation of an offer to buy any securities in any jurisdiction in which such distribution or offers is not authorised to any person. In particular, the information herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy securities in the United States of America to or for the benefit of United States persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof).
 
This website, and all matters arising from it, shall be governed by and in accordance with English law. All users agree to be subject to the exclusive jurisdiction of the English courts. The information, products and services referred to on this website are not directed at any person or entity in any jurisdiction or country outside those where services may lawfully be offered by iFunds Asset Management. This website is not available to private customers who are resident in the United States of America, Canada, Japan or Australia.
 
The distribution of the information contained on this website in certain jurisdictions may be restricted by law and, accordingly, persons who access it are required to inform themselves of and to comply with any such restrictions. Persons interested in acquiring any investment should inform themselves as to: (i) the legal requirements within the countries of their nationality, residence, ordinary residence or domicile for such acquisition; (ii) any foreign exchange control requirement which they might encounter on the acquisition or sale of investments; and (iii) the income tax and other tax consequences which might be relevant to the acquisition, holding or disposal of any investment.
 
iFunds Asset Management has expressed its own views and opinions on this website, and these may change without notice.
 
Scope and limit of liability
 
Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell securities or any other investment or banking product, or to provide any investment advice or service.
 
Nothing contained on this website constitutes investment, legal, tax or other advice and is not to be relied upon in making an investment or other decision.
 
The information on this website is believed to be correct, but iFunds Asset Management cannot guarantee the accuracy, timeliness or completeness of any such information. Neither iFunds Asset Management nor any connected company accepts responsibility for any direct or indirect or consequential loss suffered by you or any other person as a result of your acting, or deciding not to act, in reliance upon any information contained in this website.
 
The packaged products on offer for sale by direct offer on the website are selected from two providers; Marlborough Fund Managers Ltd & Valu-Trac Investment Management Ltd.
 
Investment risk
 
Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. Past performance is not a reliable indicator of future results. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down. Tax treatment depends on an investor's individual circumstances, and it may be subject to change.
 
Before contemplating any transaction, you should consult your financial adviser.
 
Non professional investors
 
This website is for the use of Professional Investors only. If you are not a Professional Investor and you act on the contents of the website without seeking appropriate financial advice from a suitably qualified individual then iFunds cannot be held responsible for any losses or liabilities that you incur.
 
Conflicts
 
The research and analysis in this website have been procured, and may have been acted upon, by iFunds Asset Management and connected companies for their own purposes, and the results are being made available to you on this understanding.
iFunds Asset Management, its clients and officers may have a position or engage in transactions in any of the securities mentioned in this website.

Links to 3rd parties
 
This website contains hypertext links to other websites, which may or may not be regulated by the Financial Conduct Authority. By activating any of these links you understand that you are leaving this website. Any hypertext links are used entirely at your own risk.

Best Execution
 
When we place orders on your behalf in relation to financial instruments, we will take all reasonable steps to achieve “best execution” of trades carried out on your behalf on a consistent basis. A copy of our current Best Execution Policy is here
  
Pillar 3 Disclosure
 
Our Pillar 3 Disclosure document, as at 31st December 2018, can be found  here
 
Remuneration policy 
 
iFunds Remuneration Policy under the FCAs Remuneration Code can be accessed  here

RTS 28

iFunds RTS Report for the year to 31 December 2017 can be found here

 
Copyright
 
Information on this site is for your personal use only, and may be reproduced in hard copy solely for your personal use. Information on this site may not otherwise be reproduced or distributed to any person in any way without our prior written permission. Any work republished by iFunds Asset Management will be with proper attribution to the author.