Yes, we provide electronic recommendations using the information you have provided to us. It is therefore extremely important that you provide us with accurate information about your personal circumstances.
The advice we provide you is simplified and based only on the information provided by you. It is also limited to the pot of money being invested through this service and has not considered your full financial circumstances.
We have agreed with Fundment to provide the investment management and technology for your account. Fundment will exercise the decision to buy or sell investments in line with your risk profile. By signing these terms and conditions, you appoint us to provide you with this portfolio facility and Fundment to provide you with investment management services. Under these terms, Fundment undertakes to manage your account with skill, care and in accordance with the information you have provided.