Capita Financial Group is a trading name of Capita Financial Group Limited ("CFG"), registered in England Number 3669630, registered office Rochester Row, London, SW1P, its affiliates, subsidiaries and associated companies whose services are provided principally by the following corporate entities:
Unit trust management ISA management and Authorised Corporate Director services are provided by Capita Financial Managers Limited ("CFM") registered in England Number 1146888
General fund administration and transfer agency services are provided by Capita Financial Administrators Limited ("CFA"), registered in England Number 00934528.
ISA management and associated services are also provided by Capita Financial Nominees Limited ("CFN") registered in England Number 2823982.
The registered offices of CFM, CFA and CFN is Rochester Row, London, SW1P. CFM, CFA and CFN are authorised and regulated by the Financial Services Authority www.fsa.gov.uk/fsaregister. The FSA Register Number for CFM is 119197, the FSA Register Number for CFA is 121795 and the FSA Register Number for CFN is 169586.
Fund accounting, company secretarial and administration services are provided by Capita Sinclair Henderson Limited, registered in England Number 02056193. Registered office: Registry, 34 Beckenham Road, Beckenham, Kent, BR3 4TU.
Complaints concerning the operation of any funds offered by CFM may be referred to the Complaints Department, Capita Financial Group, 2 The Boulevard, City West One Office Park, Gelderd Road, Leeds LS12 6NT. Once CFM has considered your complaint, you may have the right to refer the matter to the Financial Ombudsman Service at South Quay Plaza, 183 Marsh Wall, London E14 9SR.
A copy of CFM's Complaint Guide is available on request.
Fund management services are provided by Capita Financial Managers (Ireland) Limited, registered in Ireland number 415879. Registered office: 2nd Floor, 2 Grand Canal Square, Grand Canal Quay, Dublin 2, Ireland.
General fund administration services are provided by Capita Financial Administrators (Ireland) Limited, registered in Ireland number 415878. Registered office 2nd Floor, 2 Grand Canal Square, Grand Canal Quay, Dublin 2, Ireland.
Complaints concerning the administration and management of any funds administered by Capita Financial Administrators (Ireland) Limited or managed by Capita Financial (Managers) Ireland Limited may be referred to the Compliance Officer, Capita Financial Group, 2nd Floor, 2 Grand Canal Square, Grand Canal Quay, Dublin 2, Ireland. Once we have considered your complaint, you may have the right to refer the matter to the Financial Services Ombudsman, 3rd Floor, Lincoln House, Lincoln Place, Dublin 2, Ireland.
CFG and its affiliated companies own all copyright and other intellectual property rights in all text, images, sounds, software and other materials on this site or are included with permission of the relevant owner.
Reference to or use of a third-party owned product, service, or process does not imply recommendation, approval, affiliation, or sponsorship of that product, service, or process by CFG and its affiliates.
You are permitted to browse this site and to reproduce extracts by way of printing, downloading to a hard disk and by distribution to other people but, in all cases, for non-commercial, informational and personal purposes only. No reproduction of any part of the site may be sold or distributed for commercial gain, nor shall it be modified and/or incorporated in any other work, publication or site. No other licence or right is granted.
No logo, graphic, sound or image from any Capita plc site may be retransmitted or copied, in whole or in part, unless expressly permitted by the Capita plc or any of its affiliates or affiliated companies.
All information on this site is subject to change without notice. The information on this site has been included in good faith solely for the purpose of providing information about CFG and the products and services that it offers. CFG makes no commitment and disclaims any duty to have the information updated at all times.
While CFG has taken all reasonable steps to ensure the accuracy of information CFG and/or its suppliers make no representations about the accuracy, completeness or suitability of the information for any purpose. All information is provided "as is" and CFG and/or its respective suppliers hereby disclaim all warranties and conditions with regard to this information, including all implied warranties and conditions of merchantability, fitness for a particular purpose, title and non-infringement.
Neither CFG nor any of its affiliates, nor its or their employees shall be liable for any loss, damage or expense arising out of any access to or use of this site or any site linked to it including, without limitation, any loss of profit, special, indirect, incidental or consequential loss.
Furthermore, no warranty is given that the website shall be available on an uninterrupted basis, and no liability can be accepted in respect of losses or damages arising out of such unavailability.
Please see below for downloadable IFA Legal documentation in a printable format:
At various points throughout the site automatic links to other Internet sites may be offered. The linked sites are not under the control of CFG or its affiliates and CFG is not responsible for the contents of or changes to any linked site. The inclusion of any link does not imply endorsement by CFG of the site and the links are provided for convenience only. CFG is not responsible and assumes no legal liability for the accuracy of the contents or any other aspect of any external site to which a link or other reference has been provided on this site.