This page contains important legal and regulatory statements which you must read in conjunction with the information on Border Asset Management's Website. This information has been approved by Border Asset Management Ltd and does not in any way constitute investment advice.

Border Asset Management Ltd

Registered Office: Bank House, 55 Main Street, Kirkby Lonsdale, Cumbria, LA6 2AH.
Registered in England Number 2304039
Border Asset Management Ltd is authorised and regulated by the Financial Services Authority.

Disclaimer

Readers are warned that:
1) The value of an investment (and the income therefrom) can fall as well as rise with market fluctuations.
2) If the investment is denominated in a foreign currency, changes in the rates of exchange between currencies may cause the value of the investment to diminish or increase and therefore an investor may not get back the amount invested.
3) Past performance is not necessarily a guide to the future.
4) Rates of taxation, where quoted, are those currently applicable; the levels, bases and reliefs therefore can change, and depend upon the individual circumstances of the investor.
5) Directors of Border Asset Management Ltd may be directors of, or have a financial interest in, some of the companies mentioned in this website. Views expressed are not a recommendation to buy or sell any security.
6) Border Asset Management Ltd has expressed its own views and opinions on this website, and these may be subject to change.

Financial Services Compensation Scheme

Border Asset Management Ltd is a member of the Financial Services Compensation Scheme established under the Financial Services and Markets Act 2000.  In respect of investment business, payments under the scheme are limited to 100% of the first £30,000 and 90% of the next £20,000, resulting in a maximum payment of £48,000.  Further information about the Scheme are available on request or from the Financial Services Compensation Scheme website.

Ombudsman

Border Asset Management Ltd is covered by the Financial Ombudsman Service.

Internet Communications

In order to maintain the security of its systems, protect its staff and defect fraud and other crimes, Border Asset Management Ltd reserves the right to monitor all internet communications, including web and email traffic, into and out of its domains. Monitoring includes checks for, but is not limited to, viruses and other malignant code, criminal activity, and use or content which is unauthorised as being a breach of our Information Security Policy.

Data Protection

We are registered and comply with the requirements of the Data Protection Act 1998.
See Section 46 of our Terms and Conditions for full details.
Please click here to view our website information privacy statement. 
Further information is available from the Information Commissioner website.

VAT Number

481 3009 67

The Financial Services Authority

If you would like further information on the Financial Services Authority you can access their website at http://www.fsa.gov.uk

Terms and Conditions (incorporating our Order Execution Policy)

Our Terms and Conditions are maintained on separate pages.
Please click here to view our Terms and Conditions.
Please click here to view our OffshoreTerms and Conditions.

Clients' Instant Reserve Account

So as to maximise client deposit interest rates, it is necessary to pool clients’ deposits into a single account so as to maximise the size of the overall deposit, See Section 23 of our Terms and Conditions for full details.  The interest rates for these deposits are quoted here.

Complaints Handling Procedures

Our Complaints Handling Procedures are maintained on a separate page.
Please click here to view them.

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