Please read the information on this page carefully as it refers
to any legal and regulatory restriction which may apply to various
aspects of our website.
The material on this site is directed only at persons in the
United Kingdom and is not an offer to buy or sell any investment to
persons in any other jurisdiction other than the UK. By proceeding
you are representing and warranting that you are not resident in,
or a citizen of, a jurisdiction outside the UK.
The information contained in this website has been compiled with
considerable care and in good faith, to ensure its accuracy at the
date of publication. However, no representation or warranty,
express or implied, is made to its accuracy or completeness. We
accept no liability for any loss or damage caused by incorrect
information. You should independently verify any information before
relying on it. Furthermore, no information on this site constitutes
investment, tax, legal or other advice.
Although we hope that this website will be of use to you, we
accept no liability, and offer no warranties in relation to it and
its content, to the fullest extent such liability can be excluded
Information on this website is subject to change without
JLT Wealth Management
JLT Wealth management is a trading name of the following
companies all of which are registered in England:
- JLT Wealth Management Limited (no. 03876529)
- JLT Wealth Management (Falmouth) Limited (No. 03350120)
- JLT Investment Management Limited (no. 4274915)
All of the above companies are authorised and regulated by the
Financial Services Authority.
The above companies are all part of the Jardine Lloyd Thompson
All of the above companies have their registered office at 6
Crutched Friars, London, EC3N 2PH.
For further details of the regulated companies contact the
Financial Services Authority on 020 7066 1000, or via the web at www.fsa.gov.uk/register
Stockmarkets and currency movements may cause the value of
investments and the income from them to fall as well as rise, and
investors may not get back the amount they originally invested.
Past performance is not a guide to future
Where investments are made in markets considered to be
'emerging', unquoted securities or smaller companies, their
potential volatility may increase the risk to the value of, and the
income from, the investment. Emerging market funds are only
suitable for those investors who are prepared to accept the above
average volatility inherent in investments in emerging markets.
The dealing price of funds may include a dilution levy or
adjustment, further details of which are available in the
Some funds may invest in complex financial instruments known as
derivatives. Where this occurs there are additional risks
associated with investments (made directly or through investment
vehicles which invest) in such derivatives.
The information on this website does not in any way constitute
investment advice. Nor does it constitute a recommendation. It is
not intended to be relied upon by you in making (or refraining from
making) any specific investment or other decisions. If you are in
any doubt as to the information contained in these pages, please
contact your financial adviser, stockbroker, solicitor, bank
manager or other professional adviser.
Nothing on this Website constitutes or forms a part of any offer
for sale or subscription of, or any invitation to offer to buy or
subscribe for, any securities or other financial instruments, nor
should it or any part of it form the basis of, or be relied upon in
any connection with any contract or commitment whatsoever.
All electronic communications with the Company may be monitored
in the UK in accordance with the UK Regulation of Investigatory
Powers Act, Lawful Business Practice Regulations, 2000.
Copyright and reproduction of information
The copyright in the website and (unless otherwise indicated)
its contents including all information, graphics, code, text and
design are owned by Jardine Lloyd Thompson Group Plc. Unauthorised
use of this material is strictly forbidden.
Under no circumstances should the information on this website be
copied, reproduced or redistributed other than printing or
downloading for personal use only.
No rights of any kind are licensed or assigned or shall
otherwise pass to persons accessing these pages.
Your use of this website
You agree that you will not:
- Place on this website any information which is abusive,
illegal, libellous, pornographic, discriminatory or otherwise
- Transmit any virus, 'worm', 'Trojan Horse' or other item of a
destructive nature to this site, and it is your responsibility to
ensure that whatever you download or select for your use from this
site is free from such items;
- Interfere with the operation or content of this website. Any
attempt to damage this website may be illegal and we reserve the
right to seek damages from any such perpetrator.
What is a cookie?
A "cookie" is a small piece of encoded text which asks permission
to be put on your computer's hard drive. Once you agree, your
browser adds that text in a small file. Cookies allow web
applications to respond to you as an individual. Our cookies can
see if you have read and agreed to the disclaimer referred to
below. Not all of the cookies that we use automatically expire at
the end of a user session.
Why do we use them?
Cookies can help a website to tailor content to match your
preferred interests more quickly. In the case of this website
cookies are used for the following purposes:
To determine whether you have agreed to a disclaimer. When entering
the website for the first time, all users are required to read the
disclaimer. When a user confirms that they have read the
disclaimer, a cookie is stored to indicate this. This cookie will
expire at the end of your session.
To determine usage statistics of the website - this is a
randomly-generated unique number. The usage statistics help us to
improve the user experience by determining the most popular pages
on our site and highlight trends which allow us to improve your
user experience. This cookie will expire when you leave the
The cookie stored on your web browser does not contain any
personally identifiable information.
Links to other websites and the world wide web
This site contains links to other websites, which are not under
our control and therefore we cannot accept any responsibility for
their content or for the services or products offered through such
Links must not be established to any pages of this website
without our prior written consent.
Should the viewer leave this site via a link contained herein,
and view content that is not provided by us, the viewer does so at
its own risk. The content to which you link will not have been
developed, checked for accuracy, or otherwise reviewed by Jardine
Lloyd Thompson Group Plc (JLT). JLT is not responsible for damages
or losses caused by any delays, defects or omissions that may exist
in the services, information or other content provided in such
site, whether actual, alleged, consequential or punitive. JLT makes
no guarantees or representations as to, and shall have no liability
for, any electronic content delivered by any third party,
including, without limitation, the accuracy, subject matter,
quality or timeliness of any electronic content.
If we experience a group reorganisation or is sold to a third
party, the personal information provided to us may be transferred
to that reorganised entity or third party to be used for the
purposes highlighted above.
Conflicts of interest
Jardine Lloyd Thompson Group Plc and its affiliates and/or their
officers directors and employees may operate, own or have positions
in any investment mentioned on this website and may from time to
time add to or dispose of any such investment.
Any potential conflicts of interest arising are managed as part
of our Conflicts of Interest Policy, a full copy of which is
available on request from the Compliance Office, JLT iimia Wealth
management, Ground Floor, Heliting House, 35 Richmond Hill,
Bournemouth, BH2 6HT.
Your data controller
For the purposes of the UK Data Protection Act 1998, the data
controller in respect of any personal information provided is JLT
Wealth Management Limited, JLT Wealth Management (Falmouth) Limited
and JLT Investment Management Limited. In this privacy statement
"we", "us" and "our" means the said JLT Wealth Management Limited,
JLT Wealth Management (Falmouth) Limited and JLT Investment
Management Limited. The Act's eight principles establish
enforceable standards for obtaining, holding, using or disclosing
information. The Act also requires appropriate security
arrangements to be in place to protect personal data and gives
individuals the right to access personal information held about
What personal information do we hold
We collect and use certain types of information about people we
deal with as part of our investment services activity. These
include individual clients and prospective clients, our own
employees, suppliers and others we conduct business with.
Uses made of your personal information
The personal information that you provide to us will be used for a
number of different purposes including: to help us develop new
products and services; to contact you in relation to your enquiry;
for internal analysis and research; to comply with legal or
regulatory requirements; and to identify you when you contact us.
We may use external third parties to process your personal
information on our behalf in accordance with these purposes.
Sharing of your personal information
The personal information provided may also be shared with other
organisations in order for us to comply with any legal or
Correction of incorrect information
With limited exceptions, you have the right to ask for a copy of
the information that we hold on you in which case if permitted you
may be charged for it. If any of such information is wrong, please
tell us so that we can correct it.
Recording of Telephone Calls
Calls made to and from our offices may be recorded.
If you have any queries, please see The Information
Commissioner's Office web site or contact the Data Protection
Officer for JLT Wealth Management Limited, JLT Wealth Management
(Falmouth) Limited and JLT Investment Management Limited at Ground
Floor, Heliting House, 35 Richmond Hill, Bournemouth, BH2 6HT.