Chelsea FundStore disclosure documents

Welcome to your disclosure section. It is important that you read and understand the following before you invest:

Chelsea Financial Services gives no individual investment advice and acts only on instructions received. Before investing it is important that you read our Terms and Conditions, the Terms and Conditions of the Aegon platform, and the Key Features Documents and Key Investor Information Documents where available for the funds which you are considering. If you have any questions relating to these, please contact us on 020 7384 7300.

Please also read the following Important Notice:

Past performance is not a reliable guide to future returns. Market and exchange rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. Chelsea Financial Services offers a direct offer/execution-only service. If you require individual investment guidance you should seek expert advice. Whilst we may draw attention to certain investment products we cannot know which of them, if any, is best for your particular circumstances and must leave that judgement to you. Nor can we accept liability to clients who purchase two ISAs in one fiscal year, or otherwise do not comply with ISA rules. Discounts are subject to receipt of commission and may be subject to change if commission levels are altered. Chelsea Financial Services is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Before investing it is important that you read our Terms and Conditions.

The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.