Terms & Conditions

1. About Sinfonia Asset Management:
Sinfonia Asset Management is a wholly owned subsidiary of Tatton Asset Management plc. Sinfonia Asset Management is not regulated by the FCA. Registered address: Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND.

Investment Fund Services Limited (IFSL) is the Authorised Corporate Director of the IFSL Sinfonia OEIC. IFSL is authorised and regulated by the FCA (Reference No.464193) (www.fca.org.uk). It is registered in England and Wales (Company Registration No. 06110770). Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP.

2. Access to the site:
The material on this site is directed only at persons in the UK and does not constitute an offer or invitation to buy or sell funds to persons in any jurisdiction other than the UK.

Users of this site acknowledge that they have the skills and equipment necessary to access and use the site.

Sinfonia Asset Management shall not be liable for items beyond its control nor for any damage that may be suffered by the user’s technical environment, particularly computers, software, network equipment or any other equipment used to access or use the service and/or the information.

It should be noted that it is an offence, subject to criminal penalties, to access or remain fraudulently in a computer system, to hinder or distort the functioning of such system, or to introduce data to or modify fraudulently the data in a computer system.

Access to the sinfonia.com site is free of charge. The costs of accessing and using the telecommunications network shall be borne by the user, under the terms and conditions set by the access providers and telecommunications operators.

3. Contents of the Site:
Sinfonia Asset Management shall reserve the right to change the contents of the site at any time and without notice. Furthermore, Sinfonia Asset Management shall have no liability in the event of any delay, error or omission regarding the contents of these web pages, nor in the event of any interruption to the service or of the service ceasing to be available.

All reasonable precautions have been taken to ensure the accuracy, security and confidentiality of information available through the site however no representations or warranties are given as to the reliability, accuracy and completeness of such information.

Past performance is not a guide to the future. The value of an investment, and the income from it, can go down as well as up. Investors may not get back the amount originally invested. The assets of the funds referred to on this website may be in a variety of currencies and therefore movements in the values of currencies may also affect the value of an investor’s holdings. Furthermore, the value of shares may be adversely affected by fluctuations in exchange rates. In emerging markets, the risks can be greater than in developed markets.

The funds referred to on this website may be subject to a high level of risk or volatility and may not be suitable for all investors. The specific risks associated with each individual fund are set out in the fund’s prospectus and Key Investor Information Documents (KIIDs).

Sinfonia Asset Management shall not be held liable for any decision taken on the basis of information provided on this site, nor for the use that may be made thereof by third parties.

Information on this website does not constitute investment advice. Sinfonia Asset Management is not authorised to give investment advice. It is important that you do not solely rely upon the contents of this website to make investment decisions. Please consult your financial and/or tax adviser.

Access to the products and services presented on this site may be subject to restrictions in respect of certain persons or in certain countries. No product and/or service shall be provided by Sinfonia Asset Management to any person if such product and/or service contravenes the law in his native country, or in any other country by which he is concerned. However, it shall be incumbent on the interested party to check in advance that his legal or tax status enables him to subscribe to products and/or services presented on the site, by consulting his usual advisers.

4. Website availability
Every effort will be made to ensure availability of this website twenty four hours a day. However, the system may be unavailable due to essential maintenance and upgrading or for reasons beyond our reasonable control.

5. FTSE Data
This website may contain FTSE data. Source: FTSE International Limited (“FTSE”) © FTSE 2013. “FTSE®” is a trade mark of the London Stock Exchange Group companies and is used by FTSE International Limited under licence. All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors.

Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices and / or FTSE ratings or underlying data. No further distribution of FTSE Data is permitted without FTSE’s express written consent.

6. Data Protection
All personal information is held and dealt with by Sinfonia Asset Management in confidence and in accordance with Data Protection Act 1998 and all other applicable data protection legislation.

We may disclose your personal information to agents and service providers for the same purposes. Telephone calls to Sinfonia may be recorded and monitored for our mutual protection and to improve customer service.

7. Cookies
Users are informed that when visits are made to this site, a cookie may be installed automatically and retained temporarily in the user’s memory or on his hard disk. Cookies do not make it possible to identify users, rather they record information about the user’s use of the site. Users acknowledge that they have been informed of this practice and authorise Sinfonia to use it. Users may deactivate the cookie using the settings in their navigation software.

8. Governing Law
The use of this website and its contents is subject to English law and any dispute will fall under the jurisdiction of the English Courts.

9. Key Investor Information Document
By proceeding to the website you are agreeing to be provided with the Key Investor Information Document (KIID) and Supplementary Information Document (SID) in an electronic medium. If you wish to be provided with a paper copy of these documents please call 0808 178 9322 or write to IFSL, Marlborough House – 59 Chorley New Road – Bolton BL1 4QP.