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OUR PRIVACY AND COOKIE POLICY

This Privacy and Cookie Policy states what we will do with your Personal Data once you have submitted your details to the site. By submitting your details, you agree to the principles of this policy. We comply with the Data Protection Act 1998. Any information you give to UK Investment Guides will be held with the utmost care and will not be used in ways that you have not consented to. If you have any requests concerning your personal information or any queries with regard to these practices please contact our Data Manager via email: info@ukinvestmentguides.com

Collection of Information

We collect personal information in a number of different ways. These include email enquiry forms which can be found on our contact us page, through data capture forms found on guide or report download pages and through cookies. You can find out more about what cookies are and why we use them further down this document.

Use of Personal Information

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Data Capture Forms

We will send you information according to the preferences you submitted via our data capture form. If you would like to change these preferences at any point, please email us at info@ukinvestmentguides.com or call us on 020 3674 7958. Alternatively, you can also write to us: Data Manager, 11A, Challenge House, 616 Mitcham Road, Croydon, CR0 3AA

Marketing

On occasion we may market to you products and services related to UK Investment Guides business offering (including updates to our service offering) and also offers from carefully selected advertisers where you have opted-in to receiving such communications. If at any point you would like to opt-out of receiving communications from us, or you would like to change the channels that we use to contact you, please contact us at info@ukinvestmentguides.com. Additionally, you can unsubscribe from any or all of our communications by clicking the unsubscribe link that is available on all of our communications.

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Other Websites

Our website may contain links to other websites that are outside our control and are not covered by this Privacy Policy. If you access other sites using the links provided, the operators of these sites may collect information from you that will be used by them in accordance with their privacy policies which may differ from ours.

Subject Access Requests

You have the right to see what personal data we hold about you. To obtain a copy of the personal information that we hold about you, please write to us: please email us at info@ukinvestmentguides.com . Alternatively, you can also write to us: Data Manager, 11A, Challenge House, 616 Mitcham Road, Croydon, CR0 3AA.

Internet-based Transfers

Given that the Internet is a global environment, using it to collect and process personal data necessarily involves the transmission of data on an international scale. This means, for instance, that data you pass to us may be processed outside the European Economic Area, although the data will always be held securely and in-line with the requirements of UK data protection legislation. By communicating electronically with us, you acknowledge and consent to our processing of personal data in this way.

Amendments

Please note that this privacy policy is subject to change from time to time. It was last updated in April 2017.

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Statement for Professional Investor

Only certain types of investor are eligible to receive information about this product. If you do not belong in one of these categories, unfortunately you are not eligible. All investors will also be required to pass a suitability test prior to receiving information.

I declare that I am an Investment Professional for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

I understand that this means:

  1. an authorised person;
  2. an exempt person where the communication relates to a controlled activity which is a regulated activity in relation to which the person is exempt;
  3. any other person—
    1. whose ordinary activities involve him in carrying on the controlled activity to which the communication relates for the purpose of a business carried on by him; or
    2. who it is reasonable to expect will carry on such activity for the purposes of a business carried on by him;
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  5. a person (“A”) who is a director, officer or employee of a person (“B”) falling within any of sub-paragraphs (a) to (d) where the communication is made to A in that capacity and where A’s responsibilities when acting in that capacity involve him in the carrying on by B of controlled activities.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

Statement for Self-Certified High Net Worth Individual

I understand that this means:

  1. I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;
  2. the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;
  3. by signing this statement I may lose significant rights;
  4. I may have no right to complain to either of the following —
    • the Financial Conduct Authority; or
    • the Financial Ombudsman Scheme;
  5. I may have no right to seek compensation from the Financial Conduct Compensation Scheme.
  6. I am a self-certified sophisticated investor because at least one of the following applies:
    1. I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below;
    2. I have made more than one investment in an unlisted company in the two years prior to the date below;
    3. I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;
    4. I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £l million.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

I declare that I am a self-certified sophisticated investor for the purposes of the Financial Services and Markets Act (Financial Promotion) Order 2005.

Statement for Self-Certified Sophisticated Investor

I understand that this means:

  1. I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;
  2. the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;
  3. by signing this statement I may lose significant rights;
  4. I may have no right to complain to either of the following:—
    1. the Financial Conduct Authority; or
    2. the Financial Ombudsman Scheme;
  5. I may have no right to seek compensation from the Financial Conduct Compensation Scheme.
  6. I am a self-certified sophisticated investor because at least one of the following applies:
    1. I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below;
    2. I have made more than one investment in an unlisted company in the two years prior to the date below;
    3. I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises;
    4. I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £l million.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

I declare that I am a self-certified sophisticated investor for the purposes of the Financial Services and Markets Act (Financial Promotion) Order 2005.

Statement for Restricted Investor

Only certain types of investor are eligible to receive information about this product. If you do not belong in one of these categories, unfortunately you are not eligible. All investors will also be required to pass a suitability test prior to receiving information.

I declare that I am a Restricted Investor for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

I make this statement so that I can receive promotional communications relating to non-readily realisable securities as a restricted investor.

I declare that I qualify as a restricted investor because:

  1. In the twelve months preceding the date below, I have not invested more than 10% of my net assets in non readily realisable securities; and
  2. I undertake that in the twelve months following the date below, I will not invest more than 10% of my net assets in non-readily realisable securities.
  3. Net assets for these purposes do not include:
    1. The property which is my primary residence or any loan secured on that residence; or
    2. Any rights of mine under a qualifying contract of insurance within the meaning of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001; or
    3. Any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

Unfortunately...

This option is not available to clients in the United Kingdom.

Statement for Restricted Investor

Only certain types of investor are eligible to receive information about this product. If you do not belong in one of these categories, unfortunately you are not eligible. All investors will also be required to pass a suitability test prior to receiving information.

I declare that I have received Regulated Advice for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

I understand that this means:

  1. I have received regulated advice or regulated investment management services from a financial advisor or intermediary who specialises in advising upon or managing investment in non-readily realisable securities; or

I accept that I can lose my property and other assets from making investment decisions based on financial promotions.

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Guides (View All)

Educating yourself as an Investor - A beginner's guide

 

Introduction

Are you new to holding a stocks and shares ISA or any other kind of investment account, or considering opening one for the first time? You may even have held one for a while but never put much thought into it and rely on a single fund recommendation from a friend, family member or the ‘top picks’ on your investment platform. Whichever camp you fall into, if you are a beginner or inexperienced investor it will pay to put a little effort into educating yourself even if you do not plan on taking an active role in choosing and managing your investments.

In this guide, the first in a series of three for beginner, intermediate and experienced investors, we’ll cover the fundamentals of knowledge every beginner investor should familiarise themselves. We’ll also suggest some of the best ‘starter pack’ resources, from traditional books to online content, that can be made use of as you educate yourself.

Topics covered in this Guide

  • ASSET CLASSES
  • INVESTMENT VEHICLES
  • UNDERSTAND FEES AND OTHER COSTS
  • KEY CONCEPTS
  • RESOURCES
  • CONCLUSION
UKIG

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DISCLAIMER : This email has been sent to you on the basis that you are reasonably believed to be such a person as is described in Article 19 (Investment professionals), Article 48 (Certified high net worth individuals), Article 49 (High net worth companies, unincorporated associations etc.), Article 50 (Sophisticated investors), Article 50A (Self-certified sophisticated investors) and Article 51 (Associations of high net worth or sophisticated investors) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005, or you are a person to whom this email may otherwise lawfully be sent. If you do not fall within such descriptions, then you should not act upon the information contained in this email.

IMPORTANT : This guide is for information purposes only and UK Investment Guides shall not be held responsible for any errors, omissions or inaccuracies within it. Any rules or regulations mentioned within the website are those relevant at the time of publication and may not be the most up-to-date.

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