Terms and Conditions

Important

This site provides generic information. We make no warranty that the website will meet your requirements, the information provided is for general guidance only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact us for advice as instructed. Whilst every care is taken to ensure that the information displayed is correct, no warranty is given as to its accuracy. Reliance on the contents of the site is at the user's own risk. This will not exclude or restrict any duty that Bates Investment Services Ltd has to its clients under the Financial Services and Markets Act 2000 and the regulatory system. In particular, users should be aware that laws and regulations may be different outside the United Kingdom. The information on this site is intended for the use of people who are United Kingdom residents for tax and investment purposes. The information is subject to change without prior notice. Bates Investment Services Limited is a wholly owned subsidiary of The Money Portal Limited. Errors and omissions excepted.

E-mail addresses

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.

Incoming Email

We cannot guarantee that any email sent to us will be received, or that the contents will remain private during transmission.

Outgoing Email

Any email and/or attachments from us will be scanned for the presence of computer viruses, but neither Bates Investment Services Ltd nor any of its subsidiary companies will accept responsibility for any virus or defect. The email and/or any attachments transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. They may contain legally privileged information, and may not be disclosed to anyone else. If you have received an email in error, please notify the sender immediately and delete all copies from your system.

Telephone Calls

As part of our commitment to provide the highest quality of service we may occasionally record or monitor telephone conversations in order to improve our service standards and for staff training purposes.

Third Party Links

Some pages on this site may contain hypertext links to web sites not maintained by us. In the event that there are third party links to other web sites for your convenience you acknowledge and agree that we are not responsible for the availability or functionality of such external sites. We are not responsible or liable for any loss, errors or omissions contained within such external sites.

Complaints Procedure

Should circumstances arise where a complaint against Bates Investment Services Ltd is concerned, please contact:

Compliance Officer
Bates Investment Services Ltd
Rawdon House
Green Lane
Yeadon
Leeds
LS19 7BY
Tel: 0113 3911 500
Fax: 0113 3911 501

Copyright

All rights, including copyright in the contents of these web pages and any photographs displayed on this website from time to time are owned and controlled for these purposes by Bates Investment Services Ltd or its associated companies.

All trademarks, names and logos are the property of Bates Investment Services Ltd or its associated companies.

Any reproduction of the whole or any part of these web pages is strictly forbidden without first having obtained Bates Investment Services Ltd's prior written consent.

The use of any Bates logo or trademark or other intellectual property is strictly forbidden, unless prior written approval (by licence) has been obtained.

Bates Investment Services Ltd will take immediate legal steps (including injunction proceedings) to stop any unauthorised intellectual property infringements and reserves the right to pursue claims for damages and interest where necessary.

Download

Please note that any software download is conducted at the user’s own risk. Bates Investment Services Ltd accepts no liability for any problems that may arise as a result of any downloaded software. If you are in any doubt, we recommend that you take specialist advice before downloading.

Jurisdiction

These terms shall be governed by and construed in accordance with English law and the English courts shall have jurisdiction over any disputes between us.

HyperLink
Bates Investment Services Limited is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of The Money Portal Limited.
Registered Office 1 Threadneedle St, London EC2R 8JX. Registered in England and Wales No. 3434648.
Bates Investment Services Limited is entered on the FSA register (www.fsa.gov.uk) under reference number 154229.
The information and content of this site is intended for UK consumers and is subject to the UK regulatory regime.