The documents included in this publication are confidential and cannot be disclosed to any third parties without our prior written approval. They are exclusively intended for clients of Addvision Wealth Management S.A. upon their request.
The material provided in this document is intended for information purposes only without any commitment and/or liability from Addvision Wealth Management S.A.. It is directed to the addressee, upon request, and cannot be reproduced or distributed to any other person without the express consent of Addvision Wealth Management S.A.. It is in particular not directed to any person in any jurisdiction where, by reason of that person’s nationality, residence or otherwise, the publication or availability of this brochure is prohibited. It should not be construed as an offer, solicitation and/or recommendation for the purchase or sale of any financial instrument, fund and/or investment vehicle, which may be listed or described herein. For additional information, available upon request, in particular regarding the particular restrictions and risks involved with these products which exceed those normally linked to the purchase, sale or possession of securities, the investor should refer to the Prospectuses, which represent the only legally binding documents. Investors should consider the potential risks and further disclosure information associated with these investments and appropriateness with their financial profile and objectives.
The information provided herein reflects current market practices and is not intended to constitute legal, tax or accounting advice; investors should consult their own advisors on such matters. The market valuations, terms, and calculations contained herein are estimates only and are subject to change without notice. The views, opinions and strategies described herein, which are as well subject to change, may not be suitable for all investors. The information provided is believed to be reliable; however Addvision Wealth Management S.A. does not guarantee its completeness or accuracy. The performance data contained herein has been obtained from fund administrators as well as other outside sources and, although it is believed to be accurate, no guarantee of completeness or accuracy is being made by Addvision Wealth Management S.A.
Actual figures could be higher or lower subject to market conditions. Past performance is not an indication of future results.
Important Legal and Regulatory Information
Addvision Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. The Registered Office is located at 76 New Cavendish St, London W1G9TB. Company Number 9181445.
The information in this site, and in particular the financial services described within its webpages, is intended exclusively for persons who qualify as Retail or Professional Clients or Eligible Counterparties. The information set out here does not exclude or restrict any duty or liability to customers of Addvision Wealth Management Ltd under the UK financial system.
This website is subject to the jurisdiction of the Financial Conduct Authority in the UK. As a result, the website is in accordance with the compliance requirements which apply to investors who are UK residents for tax and investment purposes. The information is not intended for distribution to, nor an offer or solicitation to deal in investments in any other jurisdiction, including the United States or the European Union, or any other country where such distribution would be contrary to local law or regulation.
This website has been established for information purposes only. None of the information concerning the services or products described on this website constitutes advice or a recommendation of any product or service. The services of Addvision Wealth Management Ltd referred to on this website are not available to the general public in any jurisdiction, and the information provided does not constitute an offer, invitation to acquire or sell any service, product or security referred to. By accepting these terms and conditions of use, you acknowledge that you are accessing this website on your own initiative and are responsible for compliance with all laws and regulations applicable in your own jurisdiction.
Nothing in these terms and conditions of use is intended to limit any liability that Addvision Wealth Management Ltd may have in accordance with applicable laws and regulation. You acknowledge that the Internet is not a secure medium for communication of information. Addvision Wealth Management Ltd does not accept responsibility for the security or confidentiality of information transmitted in this way to or from us either through this website or otherwise. Any such transmission of information shall be entirely at your risk. If you require further information on regulatory issues please visit the FCA website (www.fca.org.uk).
You should always bear in mind that:
Accuracy and Content of Information
Whilst every reasonable precaution has been taken to ensure the accuracy, security and confidentiality of information available on this website, no representation or warranty (including liability towards third parties), expressed or implied, is made as to its accuracy, reliability or completeness.
Expressions and opinions on this website represent the views of Addvision Wealth Management Ltd which may be subject to change without notice. These views are provided for information purposes only and should not be construed as constituting investment, legal, tax or other advice nor be relied upon in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.
The information and opinions on the website are provided without any warranty of any kind, either expressed or implied, to the fullest extent permissible pursuant to applicable law. Addvision Wealth Management Ltd does not assume any responsibility for, and make no warranties that, functions contained on the website will be uninterrupted or error-free, that defects will be corrected, or that the website or the services that make it available will be free of viruses or other harmful components.
Copyright and Trademarks
Copyright, trademarks, database rights, patents and all similar rights on this website are owned by Addvision Wealth Management Ltd or related parties. You may download or print a hard copy of individual pages and/or selections of the website, provided that you do not remove copyright or other proprietary notices. Any downloading or other copying from the website will not transfer title to any software to you. You may not reproduce (in whole or part), transmit (by electronic means or otherwise), modify, link or use for any public or commercial purposes the website without the prior permission of Addvision Wealth management Ltd. Nothing on this website shall be construed as granting any license or right to use any image, trademark, service mark or logo.
Addvision Wealth Management Ltd does not take any responsibility for the content of off-site pages or any other websites linked or linking to the website.
Complaints should be addressed to the Compliance Officer at Addvision Wealth Management Ltd at the address shown above. In addition, complaints may be addressed directly to the Financial Ombudsman, Exchange Tower, Harbour Exchange Square, London, E14 9SR.
Under Rule 2.2.3R of the FCA's Conduct of Business Sourcebook, Addvision Wealth Management Ltd (the “firm”) to the extent that it manages investments for professional clients which are not natural persons, is required to include on its website disclosures about the nature of its commitments to the UK Financial Reporting Council's Stewardship Code (the 'Code') or, where it does not commit to the Code, its alternative investment strategies. The Code is a voluntary code and sets out a number of principles relating to engagement by UK investors. Investors that commit to the Code can either comply with it in full or choose not to comply with aspects of the Code, in which case they are required to explain their non-compliance.
Addvision Wealth Management Ltd is a specialist manager and adviser. Its involvement with UK equities is largely incidental to its other businesses. The Code is therefore relevant to some aspects of the firm’s business but to a minor level only given the wider strategies of the firm. While the firm generally supports the objectives that underlie the Code, the firm has chosen not to commit to the Code. The firm takes a global approach to engagement with issuers and their management in all of the jurisdictions in which it invests and, consequently, does not consider it appropriate to commit to any particular voluntary code of practice relating to corporate governance in any specific jurisdiction.
Image Crédits: Copyright Mauro Corda, Serge Mendjisky