Site Disclaimer

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The levels and bases of taxation can change and the taxation benefits associated with some investment products may be withdrawn by changes in legislation.

The current favourable tax treatment for pension saving is subject to change in the future and may vary according to your individual circumstances.

Privacy Policy

All telephone calls to and from BRI Asset Management plc are recorded for regulatory reasons.

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.

Third Party Websites

On this website BRI may provide links to other third party websites. You need to be aware that BRI has no control over such third party websites and therefore BRI will be unable to guarantee that the controller of the respective site will deal with matters to do with your privacy in the same way as BRI.

BRI shall not be liable for any action taken by you in reliance on the information received on such third party websites.