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- Legal & regulatory information (UK)
Legal and regulatory information (UK)
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- Best interest contract exemption
- Central Securities Depositories Regulation (CSDR)
- CGWL Candidate privacy notice
- CGWM Engagement policy
- CGWM Voting & company engagement summary
- Client asset protection
- Complaints handling policy
- Conflicts policy
- Diversity policy
- Excess reportable income and income equalisation
- Financial planning order reception and transmission
- CGWM Gender pay gap report
- Hargreave Hale - pension scheme update
- Investment recommendations disclosures
- Market Sounding process (CGWL)
- Modern Slavery Act
- Order Execution Policy (CGWL)
- Order Execution Policy (PSW)
- MIFIDPRU disclosures for Canaccord Genuity Wealth Limited (CGWL)
- MIFIDPRU disclosures for CG Wealth Planning Limited (CGWPL)
- MIFIDPRU disclosures for Canaccord Genuity Financial Planning Limited (CGFPL)
- MIFIDPRU disclosures for Hargreave Hale Limited (HHL)
- MIFIDPRU disclosures for Adam & Company Investment Management Limited (AIM)
- Privacy notice
- Schedule of interest and charges
- Stewardship code
- Terms of Business for CG Wealth Planning Limited (CGWPL)
- Terms of Business for Canaccord Genuity Wealth Limited (CGWL)
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.