Regulatory Information
Important information about the BRI Asset Management plc web site.
Please read the following information, which sets out the basis upon which access to the BRI Asset Management plc website is made available and which gives various regulatory and statutory information about the company.
The registered address of BRI Asset Management plc is BRI House, Elm Court, Meriden Business Park, Coventry, CV5 9RL, United Kingdom.
BRI Asset Management plc is registered in England and Wales with company number 727301.
VAT registration number 559 0617 24.
BRI Asset Management plc is authorised and regulated by the Financial Services Authority.
The BRI web site and any pages contained within it are intended to be viewed only by residents of the United Kingdom who are eligible to do so. Any person or persons not authorised to view, print or store these pages or who are prohibited from doing so by the laws or regulations of another State or Country should not do so.
The contents of the BRI web site are not and should not be interpreted as being an invitation to make an investment or other decision.
Disclaimers
The information contained on this website has been obtained from sources which we believe to be reliable and accurate. Any opinions expressed are for personal use and information purposes only. We are not responsible for the accuracy of information contained within this site and the information is subject to change without notice.
Risk Warnings
Please note that the value of investments and the income derived from them may fluctuate and an investor may not receive back the amount originally invested. Rates of exchange may cause the value of investments to go up or down. Past performance is not necessarily a guide to the future. The investments and investment services referred to within this website may not be suitable for all investors and if in doubt an investor should seek advice from an investment adviser.
The levels and bases of taxation can change and the taxation benefits associated with some investment products may be withdrawn by changes in legislation.
Privacy Policy
Under the terms of the Data Protection Act, BRI Asset Management plc and its associated companies are Data Controllers registered with The Data Protection Register. For the purposes of conducting business with you, BRI will need to store and process personal data about you using manual and automatic records. Without such records, we may not be able to fulfil our obligations to you and our responsibilities under the law and financial services regulations. Data about you will need to be kept by BRI at least for as long as we continue to do business with you and normally for such time as regulatory requirements require thereafter. The data may be divulged to third parties in the course of conducting investment business on your behalf, if required to do so by regulators, if necessary to fulfil our obligations to you under any agreement or if otherwise agreed with you.
The data we process about you may be provided to us directly by you or by another party who has your permission such as your accountant, solicitor or other adviser. With your agreement, we may also pass information about you to your other advisers.
You have certain rights in respect of the data we hold relating to you. You are entitled, on payment of a fee, to see a copy of the information we hold about you.