Investbx Extranet My Share Account Investbx Overview
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Wednesday 20 August 2008

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Important infomation

Introduction

Like many things in life, investing has its risks and its rewards; we want to help you make informed decisions about what's the right balance between the two.

So throughout our site you'll find reference to the sorts of risks you might want to bear in mind.

As an account customer, you'll also have access to free advice from our resident experts on UK shares and investment trusts: all you pay is the cost of your call, so do make use of them.

Risk warnings

The Financial Services Authority lays down specific warnings that investors should be made aware of. This section brings these together and in the descriptions of our services you'll find we've also covered these points where the issues arise.  more.

Investment research

Expert advisers provide regular comment on the market, sectors and individual companies, both throughout this site and by phone.  In this section you'll find broad details on the information sources they use to reach their views and our policy on ensuring objectivity and fairness.  more.

Conflicts of interest

We will seek to act in your best interests at all times.  In this section we have set out how we manage conflicts of interest were they to arise.  more.

Privacy and security

We care about the privacy and security of your personal information as much as you do.  In this section we show how your information is collected, stored and used. We show how you can check and control it, and how you can help keep it secure.  more.

Terms of business

When you open an account, or use any of our services, we'll ask you to confirm your acceptance of our terms of business for those services; these terms include those relating to use of our website.  more.

Complaints

We aim to provide you with an efficient, effective service at all times, but understand that there may be times when you feel this hasn't been achieved. If this is the case please let us know as soon as any concerns arise and we will do our best to resolve your concerns.

Most issues can be resolved quickly and speedily by the department manager but if this isn't the case you will be invited to make a formal complaint. This section explains how we handle complaints and the further options open to you.  more.

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