Financial Advisers Act 2008 & Financial Services Providers Act 2008
Financial Advisers Act 2008 and Financial Services Providers Act 2008 came into force on 1 July 2011. Trust Management is registered as Financial Services Provider which means we can only give advice to ‘wholesale clients’.
Complaints and Insurance and Savings Ombudsman
Trust Management is a member of an independent dispute resolution scheme operated by the Insurance and Savings Ombudsman ("ISO"). If you feel your complaint has not been resolved to your satisfication, you may register your complaint with the ISO. Please note, complaints to the ISO must fall within certain criteria. For more information on how to register a complaint with Trust Management or to learn more about the ISO please refer to the links below.
From its experience advising charities, Trust Management has developed philosophies that differentiate us from other investment advisors. We firmly believe that the investment characteristics and requirement of charities are different to those of non-charitable investors.