IMPORTANT INFORMATION
The information provided on this website is aimed at UK investors only.
INSYNERGY Investment Management Limited is authorised and regulated by the Financial Services Authority, FSA Reference Number 480748.
INSYNERGY Investment Management Limited only provides information about its own products and we cannot advise you on the suitability of these to meet your investment needs and objectives. If you are in any doubt concerning the suitability of our funds for your needs, you should contact an Authorised Financial Adviser before investing. You may have to pay for this service.
For security and training purposes we may record and monitor telephone calls.
Risk Warnings
You must be aware and fully understand that the use or mention of past performance of an investment is not a guide to future performance. The value of investments and the income from them may fall as well as rise and is not guaranteed. You may not get back the amount of your original investment. Where a fund invests overseas, its value may fluctuate as a result of currency exchange rates.
Please note the price of units and the income from them may fall as well as rise.
Prevailing tax levels and relief are liable to change and their value will depend on your individual circumstances.
Further risk warnings can be found within the Full or Simplified Prospectus. All performance data on this website is quoted on a bid to bid basis with income reinvested for a basic rate taxpayer unless otherwise stated.
Complaints
Complaints concerning the operation or marketing of INSYNERGY Investment Management Limited should in the first instance be referred to the Compliance Officer of INSYNEGRY Investment Management Limited, 25 Moorgate, London, EC2R 6AY. The Compliance Officer will ensure your complaint is independently investigated and a full response and where appropriate, outlining any corrective action is provided to you within a timely manner. If you are not satisfied with our final response you can refer the matter to the Financial Ombudsman Service South Quay Plaza, 183 Marsh Wall, London E14 9SR. The Financial Ombudsman Service provides you with a free, independent and unbiased assessment of the complaint referred to them.
Data Protection
Any personal information provided to us will be held in confidence and in accordance with the Data Protection Act 1998 and any successive legislation. Personal information may be used for verification of identity, address, administration and servicing of your investments. We may disclose this information to our agents and service providers for this purpose.
Privacy Policy
INSYNERGY Investment Management Limited is committed to protecting the privacy of your personal data. We recognise our responsibility to ensure that information about your account remains confidential. We have strict confidentiality standards in respect of our Client’s personal information that are designed to protect the information we hold regarding you and your Account.
Clients are reminded that sending instructions and messages by e-mail, computer or the internet is not secure. Clients cannot be assured of complete privacy or confidentiality.
When you invest with INSYNERGY, you are required to provide us with personal information which may be used to verify your identity and source of funds. The personal information that you provide will only be used by us for the purposes that we advise to you. For example, we may disclose your personal information in order for a credit reference agency to verify your identity. The credit reference agency will make a record of the enquiries made about you by us and by other financial institutions. Should the purposes for which we use your personal information change, we will write to you to notify you of such changes.
A cookie is a text file placed on your computer, to collect standard internet log information and visitor behaviour information in an anonymous form. This information is then used by us to evaluate visitors’ use of the website and to compile statistical reports on website activity.
Other Information
Research
Any research published on this website has been procured for internal purposes and may have been acted upon prior to publication. While INSYNERGY Investment Management Limited has taken every care to ensure the accuracy of such research, we cannot be held liable for any losses sustained by acting upon it. The naming of specific securities must not be taken as a recommendation to deal.
This website and the information contained herein does not constitute an offer or recommendation or invitation to subscribe or purchase any of the Funds and neither this document, nor anything contained herein shall form the basis of any contract, commitment or advice whatsoever. The information contained in the website may not be redistributed directly or indirectly to any citizen or resident of the United States or any other jurisdiction where its distribution may be restricted by law. It is the responsibility of persons accessing the website and any persons wishing to subscribe for or purchase units in any of our funds to familiarise themselves with the Simplified Prospectus. A copy of the Full Prospectus, Simplified Prospectus and Managers Report and Accounts can be provided on request and free of charge by contacting our Sales and Support team 0800 073 0803.
The Simplified Prospectus including the Terms and Conditions will form the basis of any investment you make with us. You must therefore print or save to your hard drive a copy of the appropriate documentation prior to making an investment. In making an investment with us using an application printed via the website, you will be providing confirmation that a copy of the literature has been retained.