Rossie House

Welcome to Rossie House Investment Management

 

IMPORTANT NOTE

It is very important that you read the following warnings and disclaimers before proceeding, as they explain certain legal and regulatory restrictions applicable to any investment in our products or the services we provide and the terms of use of our website.

By clicking the 'Accept' or 'Decline' buttons below you acknowledge that the following information has been brought to your attention.

Click here to read warnings and disclaimers

General Disclaimer and Terms

The following information is very important and is designed to inform and protect you. You should read this information if you are unclear at any time as to the purposes of this site and who is responsible for maintaining this site.  By proceeding to use this website you are deemed to have read and understood these warnings and information contained herein.

While Rossie House Investment Management has taken all reasonable care to ensure that the information contained within the pages of this site is accurate, current, and complies with relevant UK legislation and regulations as at the date of issue, errors or omissions may occur due to circumstances outside our control. We reserve the right to change the content, presentation, performance, facilities and availability of all or part of the pages of this site at our sole discretion and without prior notice. We make no warranty or representation that the pages of this site can be accessed at all times during the UK hours of business stated on this site. This site may be temporarily unavailable or restricted for administrative or other reasons. We will not be liable for any loss or damage arising out of or in connection with the loss of the use of this site.

We accept no responsibility for information contained in any other sites which can be accessed by hypertext link from these pages or for these other sites not being available at all times. The links to any other sites are provided for general information purposes only and the sites concerned and their contents are not endorsed or promoted by us in any way, unless otherwise stated. Please note that when you click on any external site hypertext link, you will leave our site and access the external site at your own risk.

Investment Risk Warning

You should remember that the value of investments and the income derived from them may fall as well as rise and you may not get back the amount that you invest. Past performance is not a guide to the future. The value of foreign securities will be influenced by the rate of exchange used to convert them back into your base currency. The products and services described in the website are available only in the United Kingdom and the information contained herein does not constitute a distribution, an offer to sell or the solicitation of an offer to buy any securities. Transactions in non-readily realisable investments may have a restricted market for such investments and it may therefore be difficult to deal in these or to obtain reliable information about their value. Nothing in this website is intended to constitute investment, legal, tax or other advice nor is it to be relied upon in making an investment decision. Information is provided on a general and not a personal basis. Rossie House Investment Management and connected entities, clients, partners, employees and other associates, may have a position in any security, or related financial instrument, issued by a company or organisation mentioned in this website.

Privacy Policy

Our privacy policy applies to Rossie House Investment Management’s (RHIM) website at http://www.rossiehouse.com. This policy covers the collection, processing and other use of personal data under the Data Protection Act 1998, for which purpose the data controller is RHIM. By using our website you consent to this policy.

We will collect personal data on this website only if it is directly provided to us by you the user, e.g. your e-mail address, name, home or work address and telephone number, and therefore has been provided by you with your consent.

We may share your personal data with administrators or custodians but only for the purposes of completing investment transactions relevant to your portfolio with RHIM. Such administrators and custodians will only use such data to provide their contracted services to you, and are required to maintain the confidentiality of your personal data.

We may hold and process this personal data in accordance with the Data Protection Act 1998 and send you correspondence or newsletters from time to time, but we will not transfer, share, sell, rent or lease your personal data to third parties. We collect and use your personal data to operate the website and deliver the services requested by you.

As part of the services offered to you through our website, the information you provide to us may be transferred to and stored in countries outside of the European Economic Area (EEA) as we use remote website server hosts to provide the website and our service, which may be based outside of the EEA or use servers based outside of the EEA – this is the nature of data stored in “the Cloud”.

If we transfer or store your personal data outside the EEA, we will take steps with the aim of ensuring that your privacy rights continue to be protected as outlined in this privacy policy and in accordance with the Data Protection Act 1998.

We will disclose or share your personal data only if required to do so by law or in the good faith belief that such action is necessary to comply with legal requirements or legal process served on us or the website.

Access to Information

The Data Protection Act 1998 gives you the right to access information held about you by us. This right can be exercised by you in accordance with the Act – an access request will be subject to a fee of £10 towards our costs of complying with your request for the information we hold about you.

Cookies

We may use cookies on this website so that we can track visitor and customer usage of the website, e.g. to see what pages are the most popular or to improve ease of navigation. A cookie is a text file that is placed on your hard drive by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you. You can disable cookies within the Internet Settings section on your computer. If you choose to disable cookies, you may not be able to access parts of our site.

Statutory Information

Rossie House Investment Management is a partnership set up under the laws of Scotland, registration number SL002100 with its registered office at Forgandenny, Perth, PH2 9EH. A list of the partners is available on request. Rossie House Investment Management is authorised and regulated by the Financial Conduct Authority (FCA Firm Reference Number 160783) and has approved the contents of this website for issue.

As Rossie House Investment Management does not cover all types of investment product (we do not offer advice on life assurance, for example) our service is deemed to be restricted rather the independent, in a regulatory sense.

Capital Adequacy

As a BIPRU Limited Licence firm, Rossie House Investment Management undertakes an ICAAP review on a regular basis to determine what capital it is required to hold under the Financial Conduct Authority's capital adequacy rules.

A copy of our Pillar 3 disclosure can be obtained on request from our office at the following address:
Rossie House Investment Management, Forgandenny, Perth PH2 9EH.

Complaints Policy

We hope that you will be satisfied with all aspects of our service. However, in the event you should have a complaint we would ask that you contact our Compliance Officer in the first instance at:
Rossie House Investment Management, Forgandenny, Perth PH2 9EH, telephone: 01738 813223.

If, following our full response to your complaint, you remain dissatisfied you may be entitled to take your complaint to the Financial Ombudsman Service see www.financial-ombudsman.org.uk or telephone 0800 023 4567.

Changes to Policies

RHIM may update these policies to reflect changes to the website and customer feedback. Please regularly review these policies to keep informed of how we are protecting your personal data.

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General Disclaimer and Terms

The following information is very important and is designed to inform and protect you. You should read this information if you are unclear at any time as to the purposes of this site and who is responsible for maintaining this site.  By proceeding to use this website you are deemed to have read and understood these warnings and information contained herein.

While Rossie House Investment Management has taken all reasonable care to ensure that the information contained within the pages of this site is accurate, current, and complies with relevant UK legislation and regulations as at the date of issue, errors or omissions may occur due to circumstances outside our control. We reserve the right to change the content, presentation, performance, facilities and availability of all or part of the pages of this site at our sole discretion and without prior notice. We make no warranty or representation that the pages of this site can be accessed at all times during the UK hours of business stated on this site. This site may be temporarily unavailable or restricted for administrative or other reasons. We will not be liable for any loss or damage arising out of or in connection with the loss of the use of this site.

We accept no responsibility for information contained in any other sites which can be accessed by hypertext link from these pages or for these other sites not being available at all times. The links to any other sites are provided for general information purposes only and the sites concerned and their contents are not endorsed or promoted by us in any way, unless otherwise stated. Please note that when you click on any external site hypertext link, you will leave our site and access the external site at your own risk.

Investment Risk Warning

You should remember that the value of investments and the income derived from them may fall as well as rise and you may not get back the amount that you invest. Past performance is not a guide to the future. The value of foreign securities will be influenced by the rate of exchange used to convert them back into your base currency. The products and services described in the website are available only in the United Kingdom and the information contained herein does not constitute a distribution, an offer to sell or the solicitation of an offer to buy any securities. Transactions in non-readily realisable investments may have a restricted market for such investments and it may therefore be difficult to deal in these or to obtain reliable information about their value. Nothing in this website is intended to constitute investment, legal, tax or other advice nor is it to be relied upon in making an investment decision. Information is provided on a general and not a personal basis. Rossie House Investment Management and connected entities, clients, partners, employees and other associates, may have a position in any security, or related financial instrument, issued by a company or organisation mentioned in this website.

Privacy Policy

Our privacy policy applies to Rossie House Investment Management’s (RHIM) website at http://www.rossiehouse.com. This policy covers the collection, processing and other use of personal data under the Data Protection Act 1998, for which purpose the data controller is RHIM. By using our website you consent to this policy.

We will collect personal data on this website only if it is directly provided to us by you the user, e.g. your e-mail address, name, home or work address and telephone number, and therefore has been provided by you with your consent.

We may share your personal data with administrators or custodians but only for the purposes of completing investment transactions relevant to your portfolio with RHIM. Such administrators and custodians will only use such data to provide their contracted services to you, and are required to maintain the confidentiality of your personal data.

We may hold and process this personal data in accordance with the Data Protection Act 1998 and send you correspondence or newsletters from time to time, but we will not transfer, share, sell, rent or lease your personal data to third parties. We collect and use your personal data to operate the website and deliver the services requested by you.

As part of the services offered to you through our website, the information you provide to us may be transferred to and stored in countries outside of the European Economic Area (EEA) as we use remote website server hosts to provide the website and our service, which may be based outside of the EEA or use servers based outside of the EEA – this is the nature of data stored in “the Cloud”.

If we transfer or store your personal data outside the EEA, we will take steps with the aim of ensuring that your privacy rights continue to be protected as outlined in this privacy policy and in accordance with the Data Protection Act 1998.

We will disclose or share your personal data only if required to do so by law or in the good faith belief that such action is necessary to comply with legal requirements or legal process served on us or the website.

Access to Information

The Data Protection Act 1998 gives you the right to access information held about you by us. This right can be exercised by you in accordance with the Act – an access request will be subject to a fee of £10 towards our costs of complying with your request for the information we hold about you.

Cookies

We may use cookies on this website so that we can track visitor and customer usage of the website, e.g. to see what pages are the most popular or to improve ease of navigation. A cookie is a text file that is placed on your hard drive by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you. You can disable cookies within the Internet Settings section on your computer. If you choose to disable cookies, you may not be able to access parts of our site.

Statutory Information

Rossie House Investment Management is a partnership set up under the laws of Scotland, registration number SL002100 with its registered office at Forgandenny, Perth, PH2 9EH. A list of the partners is available on request. Rossie House Investment Management is authorised and regulated by the Financial Conduct Authority (FCA Firm Reference Number 160783) and has approved the contents of this website for issue.

As Rossie House Investment Management does not cover all types of investment product (we do not offer advice on life assurance, for example) our service is deemed to be restricted rather the independent, in a regulatory sense.

Capital Adequacy

As a BIPRU Limited Licence firm, Rossie House Investment Management undertakes an ICAAP review on a regular basis to determine what capital it is required to hold under the Financial Conduct Authority's capital adequacy rules.

A copy of our Pillar 3 disclosure can be obtained on request from our office at the following address:
Rossie House Investment Management, Forgandenny, Perth PH2 9EH.

Complaints Policy

We hope that you will be satisfied with all aspects of our service. However, in the event you should have a complaint we would ask that you contact our Compliance Officer in the first instance at:
Rossie House Investment Management, Forgandenny, Perth PH2 9EH, telephone: 01738 813223.

If, following our full response to your complaint, you remain dissatisfied you may be entitled to take your complaint to the Financial Ombudsman Service see www.financial-ombudsman.org.uk or telephone 0800 023 4567.

Changes to Policies

RHIM may update these policies to reflect changes to the website and customer feedback. Please regularly review these policies to keep informed of how we are protecting your personal data.