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The purpose of this information is to provide answers to your Adviser business specific questions. If you have queries regarding client dealing or administration, please refer to our client FAQ here. If your client’s investments are administrated by a platform, please contact the platform in the first instance. The list is not exhaustive, if you have any questions that are not included please contact us on 0800 011 3821. Our lines are available Monday to Friday from 9am to 5pm. If you have any questions which are not covered please do not hesitate to contact us.
The information provided is current as of 31 March 2017.

Adviser and Intermediary FAQs

The value of an investment can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount originally invested. Past performance should not be seen as a guide to future performance. If you are unsure which investment is most suited to you, the advice of a qualified financial adviser should be sought. EdenTree Investment Management Limited (EdenTree) Reg. No. 2519319. Registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, United Kingdom. EdenTree is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association. Firm Reference Number 527473.