Disclaimer
While we will use all reasonable endeavors to ensure the accuracy of any information placed on this website, we make no representations or give any warranties of any kind with respect to this site or its contents and we disclaim all representations, except where fraudulently made, and warranties.
This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Applewood Wealth Management Ltd for advice.
Where we have provided links to third party websites for further information, you should be aware that we are not responsible for the accuracy, availability or functionality of these sites, and thus cannot be held liable, directly or indirectly, for any loss however caused by your use of these linked sites.
Copyright and ownership
Applewood Wealth Management Ltd. All rights reserved. All content on this site including the information, all text, data, graphics, their arrangement and compilation as well as the databases and software on which this site is based, are the property of Applewood Wealth Management Ltd and protected by intellectual property law. All rights to use the content of this site belong to Applewood Wealth Management Ltd and any unauthorised use, including transmission, display, extraction, modification, distribution and reproduction in any media is strictly prohibited.
Prohibition against reproduction, etc, of information
You may download or print individual sections of the site for personal use and information only provided you retain all copyright and other proprietary notices. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose the site without the prior written permission of Applewood Wealth Mangement Ltd. If you contravene this provision Applewood Wealth Mangement Ltd cannot be held responsible for the reliance any third party may seek to place on the Information. Accordingly, by so contravening, you hereby accept that you shall be responsible/liable in respect of any third party claims under such circumstances. You must not 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 the site is free from such items.
Nature of investments
The price and value of investments and the income from them may rise or fall and may be affected by changes in rates of exchange and market conditions. An investor may not receive back the amount initially invested. Fluctuation may be particularly marked in the case of a higher volatility fund and the value of an investment may fall suddenly and substantially. Past performance is not a reliable indicator of future performance.
Bases of taxation
The levels and bases of, and reliefs from, taxation may change from the date of publication, including the future taxation of ISAs and share schemes. The tax treatment for individuals is dependant on their particular circumstances and may be subject to change in the future.
Accuracy and update of Information
This website is subject to regular update and revision. While we attempt to ensure the correctness and timeliness of all material posted on the website at the time of publication, we take no responsibility for errors or omissions which are the result of technical causes, or otherwise. We maintain the right to delete or modify, in part or in full, any information on this website without any prior notice. Any research or additional marketing material added to this website has been provided by Goldmine Media for Applewood Wealth Management Ltd’s purpose. The views expressed herein do not constitute investment or any other advice and are subject to change. They do not necessarily reflect the views of Applewood Wealth Management or any part thereof and no assurances are made as to their accuracy.
Applewood Wills & Trusts Ltd
Applewood Wills & Trusts Ltd is not regulated by the Financial Services Authority. |
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Privacy Statement
Important information regarding privacy
The privacy of your personal information is very important to us. Other than as expressly set out below, we confirm that your personal information will not be disclosed, transferred or sold to any third party for any purpose.
Personal information provided by you in response to this website may be retained by us for the purposes of organising your attendance at seminars, marketing by us, and/or providing you with further information relating to our services. This information may be disclosed to our affiliates, associates or closely linked persons (howsoever defined by law or regulation), If you do not wish us to use such information for any other purpose, please write to the Compliance Manager, Applewood Wealth Management Ltd, Belgrave Place, 17 Salop Road, Oswestry, Shropshire SY11 2NR.
Similarly, you have the right to receive information about the personal data maintained about you for which we reserve the right to charge a fee. Should you believe such personal data is not correct, please write to the Compliance Manager, Applewood Wealth Management Ltd.
Please note that Applewood Wealth Management Ltd shall take all reasonable precautions within our control to ensure that the information you provide online is kept confidential to Applewood Wealth Management Ltd during transmission, but you hereby acknowledge that the transmission of such information on the Internet is open to risk. Accordingly, no liability is accepted for any such information that falls into third party hands in such a way that is beyond the reasonable control of Applewood Wealth Management Ltd.
Telephone calls made to any member of Applewood Wealth Management may be recorded.
Please note that we are not responsible for the accuracy or content of any sites linked from our own site, nor for the way in which those linked sites might handle any information that you choose to provide them with. We cannot be responsible or liable for any direct or indirect loss however caused by your use of these linked sites.
These Terms shall be governed by and construed in accordance with English law and the English courts shall have jurisdiction over any disputes between us.
The majority of this site may be accessed without your having to provide any personal or identification details whatsoever. However, in order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services. If you wish us to provide advice you can contact us to arrange a meeting, to provide us with basic personal and contact details, and in some cases further personal data such as health and medical conditions.
By providing us with your personal data:
1.You agree that the information we hold about you can be held on computer (whether local or web-based) and/or paper files.
2.We aim to take all reasonable and appropriate steps to protect the personal information that you provide to us from unauthorised access or disclosure
3.You agree that any information which you give us, including sensitive personal data as defined by the Data Protection Act 1998 such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant, product providers and anyone whom we may use to process your application on our behalf) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose. Your information may also be accessed by IFA Systems Ltd for the purpose of web site maintenance and administration, and the Financial Services Authority for investigative work, and fraud prevention agencies if requested to do so in order to meet our responsibilities under the Financial Services and Markets Act 2000 and general United Kingdom law.
4.You agree, unless otherwise requested, that we may use the information that we hold about you to contact you from time to time by post, fax, email or telephone to bring to your attention additional products or services, which may be of benefit to you or comments and news features which may be of interest to you.
5. In accordance with the Privacy and Electronic Communications Regulations 2003 we agree that any consent given by you under paragraphs 3 and 4 above may be withdrawn by you at any time by contacting us by email or in writing to: The Compliance Manager Applewood Wealth Management Ltd, Belgrave Place, 17 Salop Road, Oswestry, Shropshire SY11 2NR |
