The information available on this Website is subject to change without notification. Neither Pilling & Co nor any other person involved with the provision and maintenance of this Website take any responsibility for the accuracy of the information available.
The information provided on this Website is not intended to be an offer or solicitation of any financial service and does not constitute investment advice. It is offered for information purposes only. The contents must not be regarded as forming the basis for making investment decisions. You are recommended to seek independent investment advice. The past performance of investments may not always be reflected in future performance. The values of and income from investments fluctuate, and you may not always get back the full amount originally invested. Changes in rates of exchange may cause the value of investments to fluctuate.
All information on this Website has been obtained from sources that Pilling & Co believe to be reliable and accurate. Whilst every effort is made to ensure accuracy, we cannot be held liable for any errors or omissions, and Pilling & Co and the firm’s principals, representatives, agents or employees cannot be held responsible for any financial losses resulting from anyone choosing to act on any aspect of the Pilling Web pages.
The information available on this Website is based on our understanding of current UK legislation and HMRC rules. The tax advantages of PEPs, ISAs and SIPPs are dependent on individual circumstances and are subject to statutory change.
No dealing instructions will be taken over the Internet including email. Communication regarding client’s accounts will be accepted including instructions for rights, issues, takeovers etc., but only on a best endeavour basis. Pilling & Co accept no liability if any deadlines are missed.
We reserve the right to alter any published charges including commission rates, the dividend handling fee, annual fees, discretionary and investment management fees and exit fees on giving one month’s written notice.
Whilst details submitted on online forms on the website are kept secure we are unable to guarantee the security of any details you provide which may be intercepted during transmission across the Internet. You submit any personal details entirely at your own risk.
Our secure website for use with the Client Web Access (CWA) service is https://www.pillingcwa.co.uk only. The data held on Pilling & Co's host system is PRIVATE PROPERTY. Access to the data is only available for authorised users and purposes. Unauthorised entry contravenes the Computer Misuse Act 1990 and may incur criminal penalties as well as damages.
The contents of emails sent from Pilling & Co may contain confidential information for use by the intended recipient only. If an email has been received by anyone other than the intended recipient you must not copy or distribute the email or any part of it. Please notify Pilling & Co immediately by returning the complete email then deleting the email from your system.
We cannot accept any liability for any errors or omissions in any email. Email transmission is not guaranteed to be error free, reliable or secure from interception. Therefore emails from Pilling & Co may be modified, damaged, lost, incomplete, arrive late or contain viruses.
All information available on the Pilling Website is copyrighted. Nothing available on this Website in any form including text and graphics may be reproduced, stored, sent or viewed in whole or part by any means except under normal use of internet browsing. The printing of Application Forms for your own record keeping and for their intended purpose to be sent to Pilling is allowed.
We reserve the right to reject any applications for accounts without reason. We reserve the right to close, without recourse, any accounts on giving thirty days written notice. Our standard exit charges will apply and may be met by cash in the account(s) or by selling securities at our discretion. Clients may transfer to another provider of their choice, but if they ignore our transfer deadline then the accounts will be closed including PEPS / ISAs and the cash / investments will be re-registered in the clients own name. We do not accept any liabilities whatsoever from the closure of any accounts for whatever reason.
If you have more than one account with us, we reserve the right to set off the debit on one account with the credit on another, likewise debits on connected accounts (e.g. between spouses, children or partners where third party instructions have been accepted) may be offset against available credits on the connected account. (DB/LO/3414 D040306)