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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

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Data Capture Forms

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Subject Access Requests

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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 Self-Certified High Net Worth Individual

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  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:
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    2. I have made more than one investment in an unlisted company in the two years prior to the date below;
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    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.

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I understand that this means:

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  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:
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    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.

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    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...

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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)

The Rise of the Robots: Are Robo Advisory Services the Future of Retail Investing?

 

Introduction

How Do Robo Advisors Work, How You Can Benefit and Potential Pitfalls


Robo Advisors are the latest wave of technology retail investors can take advantage of to gain an edge when creating a profitable portfolio. Over $27 billion (£20.7 billion) in assets was already managed by them in the UK in 2021 and that figure is expected to grow to $35.6 billion (£27.14 billion) this year.

Covered in this report:

  • What is an investment robo advisor?

  • Who uses robo advisors?

  • Is an automated approach to investor profiling accurate?

  • Does it Work?

 

UKIG

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