Important Information

The Purpose
Past Performance
The GWM Funds and Portfolios
Accuracy of Information
Information Purposes Only

Jurisdiction
Risks and Commonality of Interest
Exclusions
Privacy Policy
General

The Purpose

The purpose of this website is to provide information to clients of Greystone Financial Services Ltd concerning their investment(s). However, a direct approach from other interested investors is welcome on an "execution only" basis where no advice is sought and none is given. As these investments are not suitable for everyone, it would be prudent for all potential investors to seek expert advice before making any investment decisions. This advice may be charged for. Greystone Wealth Management Ltd accepts no responsibility whatsoever for the use made of information contained within this website. Nothing stated in this website constitutes advice, the material is purely for information purposes and its accuracy cannot be guaranteed. We cannot assume legal liability for any errors or omissions. Greystone Wealth Management Ltd is a wholly owned subsidiary of Greystone Financial Services Ltd, who are authorised and regulated by the Financial Services Authority. For any information about the company, for investment advice or for a copy of the company's Client Agreement, please contact the company on 0161 927 7222 or at Foundation House, Scott Drive, Altrincham, Cheshire, WA15 8AB. You can e-mail us at funds@greystonewealthmanagement.com

Past Performance

Past, simulated past or projected future performance is not a reliable indicator of future performance and may not be repeated. Investment markets and conditions can change rapidly and as such any views expressed herein should not be relied upon when making investment decisions. Neither the payment of dividends or return of capital is implied or guaranteed. There is a risk of loss of capital. Rates of exchange may cause the value of investments to go up or down. The value of investments and the income from them may go down as well as up and you may not get back your original investment in full. Investing in emerging markets or smaller companies could carry an extra degree of risk.

The Margetts Greystone Funds and GWM Portfolios

The Margetts Greystone Funds and GWM Portfolios referred to throughout this website is intended to provide only an example of the investment strategy being proposed. Past, simulated past or projected future performance is not a reliable indicator of future performance and may not be repeated. Investment markets can change rapidly and as such any views expressed herein should not be relied upon when making investment decisions. Neither the payment of dividends or return of capital is implied or guaranteed. Rates of exchange may cause the value of investments to go up or down. Clients should consider carefully whether an investment in this portfolio is suitable in light of your circumstances and financial resources. The value of investments may fall as well as rise and an investor may not get back the amount invested.

Accuracy of Information

The information on this website has been obtained from sources which we believe to be reliable and accurate. We are not responsible for the accuracy of information contained within sites provided by third parties, which may have links to or from our pages. Any opinions expressed are our judgment at the time of writing and are subject to change without notice.

Information Purposes Only

This website has been prepared for explanatory purposes only and is not a recommendation as to the suitability of an investment or investment service for you. It is not intended either directly or indirectly to be an invitation to anyone to enter into or offer to enter into an investment agreement or otherwise to acquire an investment. The investments and investments services referred to in this website may not be suitable for all investors and if you are in doubt about the suitability of a particular investment or service you should obtain advice from your financial adviser. Information displayed on this website contains material that may be interpreted by the relevant authorities in the country from which you are viewing the website as investment advertising or an offer to purchase any investment or enter into an agreement for the provision of investment services. Accordingly, the information on this website is only intended to be viewed by persons who fall outside the scope of any law that seeks to regulate investment advertising in the country of your residence or in the country in which the website is being viewed. The information and opinions expressed herein may change at any time and therefore this website and associated downloadable documents does not constitute investment, tax, legal or other advice or recommendation or an offer to sell or invitation to apply for any product or service. Investors should consider carefully whether an investment is suitable in light of circumstances and resources.

Jurisdiction

The information provided on this website regarding services offered by any Group company is not directed to any United States person or persons in the United States, any state thereof, or any of its territories or possessions and does not constitute an offer to purchase securities to any person in the United States (other than a professional fiduciary acting for the account of a non-U.S. person) or to any U.S. person as such term is defined under the Securities Act of 1933, as amended.

Risks and Commonality of Interest

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. Current tax levels and relief may change and the value of any relief depends on individual circumstances. The Group, its directors, employees and members of their families and connected companies may have positions (including options) in the securities mentioned in this site.

Exclusions

All content and services on this website are provided on an "as is", "as available" basis and GWM does not make any representation or give any warranty in respect of the website and its content. In particular, GWM does not give any warranty as to the accuracy, suitability, reliability, completeness, performance, fitness, freedom from viruses or timeliness of the content or services contained on this website. None of the content of this website forms part of any subsequent contract entered into for the purchase of Group services; nor (unless fraudulent) are they representations to be relied upon in purchasing such products or services. GWM will not be liable for any damages, losses or liabilities (including without limitation loss of profit, business or goodwill, direct, indirect, special or consequential damages, losses or liabilities or loss of use) whether arising out of your reliance on or use or delay or inability to use the website, the information, materials, products and services on the website or any link to another website or otherwise howsoever whether arising in contract, tort (including negligence) or otherwise except in the case of death or personal injury caused by GWM's negligence or fraud.

Privacy Policy

The Greystone group of companies place great importance on the privacy of our clients and recognise the need to protect your personal data. Members of the group may process personal data relating to you in carrying out their duties. The Information Commissioner regulates what we may do with such data. By registering to use the services and by using this site you agree to the use of the information as set out in this statement. If you have any questions in relation to the information we hold about you or our use of such information, please feel free to contact us.

GWM may sometimes use information about you in order to offer you other services that may be of interest to you, both from GWM and other associated companies or agencies.
You have certain rights in respect of the data we hold relating to you. You are entitled, on payment of a fee, to a copy of the information we hold about you. Certain remedies may be available to you if that data is incorrect or if you suffer loss as a result of any breach by us of the Act.
In order to measure the use of our web site and make improvements to it, information may be gathered on users' visits to the site. This involves logging domain names of visitors and any sites they may have been directed from. This information is aggregated for monitoring. This website may contain links to other websites. GWM is not responsible for the privacy practices or content of such websites. We do not pass your personal details to any company external to the Group. We may use "cookies". These are small pieces of data inserted onto your hard disk by your browser. They cannot however be used to obtain other information from your hard disk. They allow us to give you a more streamlined access to our web site. By registering with us you consent to the collection and use of your information by GWM in the ways outlined above.

General

GWM reserves the right to cease operating the website or to terminate your access and use of any part of the website at any time with or without notice. These conditions and your use of this website shall be governed by and interpreted in accordance with English law and the courts of England shall have jurisdiction to hear all disputes arising in connection with these conditions or such use.

Anti-Money Laundering and Anti-Fraud

The Greystone group of businesses encourages all its staff to be vigilant in the fight against financial crime and realise that by adopting a culture and value of intolerance to such actions, we will all be protected should a person attempt to commit financial crime through our firm.

Fighting financial crime is a duty separate to giving financial advice which can help protect individuals and the country from illegal acts. This firm encourages all staff to be aware of potential risks and to report their concerns, no matter how slight.

In preventing financial crime we commit ourselves to ensuring that customers identities will be satisfactorily verified before our firm accepts them as clients.

We, as a firm, also commit ourselves to “knowing our customers” both at the start and continuing through our business relationship. By doing so not only can we serve our clients better, we can assist the country in fighting crime.