Investor Protection Terms Of Business Data Protection Act Risk Warnings
Pavis Financial Management Ltd is authorised and regulated by the Financial Services Authority. In addition, we have substantial professional indemnity cover. Our experienced staff, consultants and directors operate with the utmost integrity. We also apply stringent financial supervision controls which offer professionalism in all matters of investment advice and portfolio management.
Please click here to view our current Terms of Business
or here to view our current Charge Out Rates
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In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances.
By providing us with your personal data:
1. You agree that the information we hold about you can be held on computer and/or paper files.
2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to appropriate third parties for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose.
3. In return, we promise to hold your data securely and in confidence in our computerised and manual records.
4. Occasionally we may contact you by letter, telephone, and e-mail or otherwise, to inform you about other products and services which may be of interest to you. However, should you wish to exercise your right to opt out of such a "direct marketing" activity, please contact us on 0151-706-0701 or let us know by any means convenient for you. Please remember that "opting out" will stop us contacting you about any products or services that may benefit you.
5. If you e-mail us or give us your e-mail address, we will keep a record of it. We may use it to contact you occasionally about our products and services unless you ask us not to do so. We will not give your e-mail address to any unauthorised third parties.
All information sent to us via the enquiry forms on our website is processed by a secure server.
No information contained in this Website should be construed as an offer or invitation to invest. Share prices, and income from those shares, may go down at any time, and potential investors should be aware that past performance is not necessarily an indication of future performance. Potential investors should seek our independent financial advice prior to any investment decision.
No material contained in this Website constitutes an investment advertisement as defined by the Financial Services Act 1986.
The material contained in this Website is directed only at persons in the UK and is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any other jurisdiction other than in the UK. The products offered/described on this site are not available to non-UK residents. Persons residing in territories other than the UK should consult their professional adviser as to whether they require any governmental or other consents or need to observe any formalities to enable them to invest in products described in this site.
All financial information provided on this website is based on Pavis Financial Management Ltd's understanding of current legislation and Inland Revenue practice which may be subject to changes in the future.
Pavis Financial Management Ltd is authorised and regulated by the Financial Services Authority (FSA).
The value of investments can fall as well as rise and past performance is no guarantee of future returns.
The FSA does not regulate all forms of the products and services we provide.
Registered in England No 02625986
This site is intended for UK Investors only