This page sets out the terms (Terms) of the use of Wellian Investment Solutions Limited website www.wellian-is.com (Website). Please read these Terms carefully before using the Website. Use of the Website indicates acceptance of the Terms.

This Website is aimed at authorised and regulated financial advisers only, if you are a retail investor please take advice from your financial adviser.

The Website and Terms may be changed at any time without prior notice. By accessing the Website you agree to any changes which may have been made. Information on our Website may be out of date at any given time and although reviewed regularly we are not obliged to ensure it is constantly updated.

The website also contains a link, via the ‘Client Login’ button, to AJ Bell Securities who act as third party custodian and administrator t o Wellian Investment Solutions Limited. This can only be accessed by clients of Wellian who have been given the appropriate permissions to access data via the AJ Bell Securities website.

Corporate Information

Wellian Investment Solutions Limited is a private limited company registered in England and Wales No. 04280232.

Regulators

Wellian Investment Solutions Limited is authorised and regulated by the Financial Conduct Authority No. 0476896. For further details please go to www.fca.org.uk

Privacy Policy

Wellian Investment Solutions Limited will endeavour to ensure that any personal data provided is kept secure against unauthorised access, loss, disclosure and destruction. We respect the privacy of users visiting our Website and we do not share any personally identifiable information with any third parties.

Wellian Investment Solutions Limited will not pass your information on to other product or service providers. However, your details will be used to respond to an enquiry or may be used by us to send you information on other products and services that we offer. If you prefer not to receive such information, please advise us.

The use of any personal information is covered by the Data Protection Act. Under the terms of that Act, you have the right to obtain a copy of the information we hold about you, upon payment of the appropriate fee.

Please note that messages sent via email may not be secure. We recommend that you do not send any confidential information to us via email. If you choose to do so, this is at your own risk with the prior knowledge that a third party may be able to intercept this.

Intellectual Property

Wellian Investment Solutions Limited and our logo are registered with the Intellectual Property Office and remain the exclusive property of Wellian Investment Solutions Limited. You are prohibited from using these marks for any purpose without Wellian Investment Solutions Limiteds prior written authority.

Wellian Investment Solutions Limited is the owner of all intellectual property rights on our Website and in the material published on it. This information is protected by copyright laws and all such rights are reserved.

Liability

The use of the Website is at your own personal risk. We have undertaken all reasonable steps to ensure the completeness, accuracy and availability of the information contained on the Website and information is provided on an “as is” basis. Wellian Investment Solutions Limited also accepts no liability in respect of losses or damages arising out of changes made to the content of this Website by unauthorised third parties.

Website Links

You may link to our Website only on the express permission of Wellian Investment Solutions Limited. Please contact sales@wellian-is.com

Data protection

Wellian Investment Solutions Limited will undertake all reasonable steps to protect your personal data but cannot guarantee the security of data disclosed on-line. You agree to the provision of our on-line services at your own risk. Our system may issue cookies when you log on to our Website. However, you may refuse to accept cookies but this may result in you being unable to access certain parts of our Website.

Our Website may from time to time contain financial promotions. The warnings and terms and conditions on such promotions should be read carefully and must be complied with.

From time to time Wellian Investment Solutions Limited may send you direct marketing information, please inform us if you wish to be unsubscribed from our marketing list?

Custody and safekeeping

Wellian Investment Solutions Limited only deal with authorised and regulated financial advisers and as such under FCA CASS regulations your client’s assets are held with third party providers and segregated from firm assets.

Risk warnings

The Website is for information purposes only and does not constitute investment advice; any information is subject to change without notice. The Website does not give investment, tax or other advice and should not be relied upon in making any investment or other decisions. You should obtain all relevant and specific professional advice before making any investment decision.

Past performance is not necessarily a guide to future performance, the value of investments can go down as well as up and you may not recover the amount of your original investment.

Complaints

Wellian Investment Solutions Limited aim to provide the highest possible standards of client service, however if you are not satisfied with any aspect of our service please advise your business development manager or the Head of Compliance.

In the case of any unresolved complaints you have the right to go to The Financial Ombudsman Service who acts as an independent adjudicator. For further details please go to www.financial-ombudsman.org.uk.

Wellian Investment Solutions Limited is also a member of the Financial Services Compensation Scheme and details can be found on www.fscs.org.uk.

Governance and Risk Management

The Board of Wellian Investment Solutions Limited oversee the governance and risk management structure of the firm. The Board recognises the importance of a strong compliance culture and a robust risk management framework and ensure that appropriate procedures and processes are in place across all aspects of the business.

General

Use of this Website indicates acceptance of the Terms.

If your personal information changes please ensure that you inform us on sales@wellian-is.com

Any comments or questions should be directed to operations@wellian-is.com

To read the Pillar 3 Disclosure please click here