Quilter Investment Platform Limited and Quilter Life & Pensions Limited are registered in England and Wales under numbers 01680071 and 04163431, respectively.
Registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB.
Quilter Investment Platform Limited is authorised and regulated by the Financial Conduct Authority under reference number 165359. Quilter Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under reference number 207977.
The following additional terms apply to the quilter.com/investments pages (‘Investments Pages’) on this website.
Important information
The information on the Investments Pages is not intended for use by any person or entity in any jurisdiction where such use would breach applicable laws or regulations. The availability of products and services on the Investments Pages as well as the dissemination of the given information may be subject to local legal restrictions. No offer, sale, or marketing of any product or service is made in any jurisdiction where it would be unlawful to do so. Investors are responsible for complying with all relevant laws in their jurisdiction. Products and services are only available in jurisdictions where their promotion and sale are permitted.
By accessing the information on the Investments Pages (now or in future), you confirm that such access is permitted under the laws and regulations of your jurisdiction and that you have read, understood, agreed to and will comply with these additional terms.
US persons
None of the funds on the Investment Pages are registered as an investment company in the United States under the U.S. Investment Company Act of 1940, as amended, and their shares are not registered under the U.S. Securities Act of 1933, as amended (“Securities Act”). Shares are not available for purchase by “US Persons” as that term is defined under Regulation S of the Securities Act.
The information on the Investments Pages is not directed at any US Person. By proceeding you confirm that you are not a US Person. The Investments Pages are reserved exclusively for non-US persons and should not be accessed by anyone in the United States.
In case of doubt, a “US Person” is:
(A) any natural person resident in the United States ("US"); or
(B) a corporation or partnership incorporated or organised in the US, but excluding an offshore branch or agency of a US person that operates for valid business reasons and is engaged and regulated as an insurance company or bank; or
(C) a branch or agency of a foreign entity located in the US; or
(D) a trust of which the trustee is a US person, unless a non-US person has or shares investment discretion; or
(E) an estate of which a US person is the executor or administrator, unless the estate is governed by foreign law and a non-US person has or shares investment discretion; or
(F) a non-discretionary account held for the benefit of a US person; or
(G) a discretionary account held by a US dealer or fiduciary, unless held for the benefit of a non-US person; or
(H) any entity organised or incorporated for the purposes of evading US securities laws.
Investment advice
Quilter uses all reasonable skill and care in compiling the information in the Investment Pages and in ensuring its accuracy, but no assurances or warranties are given. Investors should not rely on the information in the Investment Pages when making investment decisions. Nothing in these Investment Pages constitutes advice or a personal recommendation. These Investment Pages are for information purposes only and are not an offer or solicitation to buy or sell any Quilter product.
Third-party data
Data from third parties is included in the Investment Pages and those third parties do not accept any liability for errors and omissions. Investors should read the important information provided by the third parties, which can be found at quilter.com/third-party-data.
Fund prices
The fund prices on the Investments Pages are indicative only and should not be relied on for dealing purposes. You should be aware that this information has not been audited or verified by an independent party.
Forward-looking statements
The Investments Pages may include forward-looking statements. These forward-looking statements are typically identified by terminology such as ‘may’, ‘should’, ‘will’, ‘expects’, ‘anticipates’, ‘plans’, ‘intends’, ‘believes’, ‘estimates’, ‘projects’, ‘predicts’, ‘seeks’, ‘potential’, ‘continue’, or other similar terminology, or by discussion of strategy, plans, objectives, goals, future events, or intentions. Any such forward-looking statement is based on Quilter’s expectations, assumptions, estimates, and projections about future events at the date of publication. Actual outcomes are subject to numerous risks and uncertainties that could cause them to differ materially from those expressed in a forward-looking statement. Given these inherent risks and uncertainties, you should not rely on forward-looking statements. Quilter has no obligation to update or otherwise revise any forward-looking statements to reflect the occurrence of unanticipated events or for any other reason.