Legal & Regulatory
By accessing any page on this website you agree to be bound by the Terms and Conditions below.
- MIFIDPRU 8 Disclosure
- Best Execution Policy
- RTS28 disclosure 2020 and 2021
- Stewardship Code This disclosure is currently under review whilst the requirements of SRD II are being considered.
- Conflicts of Interest Policy
- Privacy Notice
Legal & Regulatory Information
Whitley Asset Management is authorised and regulated by the Financial Conduct Authority to provide investment advice and management services, under firm reference 230690. Whitley Asset Management Ltd is registered in England No. 4584600. Registered office: Calder & Co., St Vincent House, 30 Orange Street, London WC2H 7HF. VAT registration No. 805781030
The value of investments and the income from them may fall as well as rise and there is no guarantee that you will get back the amount of your original investment. Past performance is not a reliable guide to future performance. If the investment involves exposure to a currency other than that in which the investments are denominated, changes in the rates of exchange may cause the value of the investment to go up or down.
This website is for information purposes only and is not an invitation or inducement to engage in investment activity. No investment decision should be based solely on the information contained on this website.
To the extent that any content of this website is aimed at residents of the United Kingdom, such content has been approved for issue in the United Kingdom by Whitley Asset Management Ltd, which is authorised and regulated by the Financial Conduct Authority.
Complaints should be addressed to:
Whitley Asset Management
116 Princedale Road
London W11 4NH
020 7221 2145
We will respond to you within eight weeks. If you are unhappy with the response you may contact:
The Financial Ombudsman Service
London E14 9SR
0800 023 4567