Statements and risk warnings
Bordier & Cie (UK) PLC is a specialist investment manager, dedicated to providing portfolio management services.
We offer Restricted advice as defined by the Financial Conduct Authority (FCA), which means that if we make a personal recommendation of an investment solution to you, it will be from Bordier UK’s range of investment propositions, and will reflect your needs and your approach to risk.
We are authorised and regulated by the Financial Conduct Authority. Address: 12 Endeavour Square, London, E20 1JN (www.fca.org.uk). By accessing these pages you shall be deemed to accept and agree to be bound by the terms of this notice.
Private investors should take advice from their own professional adviser before making investment decisions.
Under the Capital Requirements Directive (CRD), the FCA requires firms to release information to enable the market to assess a firm’s risks, capital and risk management procedures. These are known as Pillar 3 disclosures.
The value of investments, and the income arising from them, can go down as well as up, and is not guaranteed, which means that you may not get back what you invested. Past performance is not a reliable indicator of future results. Changes in exchange rates may also cause an investment to fluctuate in value. Levels of taxation depend on your individual circumstances and the value of any tax reliefs which apply.
Whilst every effort has been made to ensure that the information we publish online is correct, the directors of Bordier & Cie (UK) PLC can take no responsibility for any action taken (or not taken) as a result of the matters discussed within it.
Cost and charges information
Bordier UK RTS28 Venues Disclosure 2020
Bordier UK RTS28 Qualitative Report 2020
Bordier UK RTS28 Venues Disclosure 2019
Bordier UK RTS28 Qualitative Report 2019
Bordier UK RTS28 Venues Disclosure 2018
Bordier UK RTS28 Qualitative Report 2018
Complaints Handling Policy
Commitment to the Stewardship Code
The contents of the Bordier UK website and iOS and Android applications belong to Bordier & Cie (UK) PLC. Reproduction is not permitted without our prior permission.
You should note that there is no guarantee that emails you send will be received by us. Important or urgent messages should be sent by mail or telephone.
All information published online by us has been approved by Bordier & Cie (UK) PLC for the purposes of the UK Financial Services and Markets Act 2000. It is not intended as an offer to acquire or dispose of any security or interest in any security.
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Cookies are used for three purposes on the Bordier UK website. Firstly they are used to collect information about how visitors interact with our site including information such as your IP address, operating system and browser type. This is anonymous statistical data which provides us with information we can use to help monitor the performance of the website and improve it.
If you choose to tick the box on the “Client Login” page so that your browser remembers your username, then our site will send your computer a cookie that contains the information in an encrypted form (using Triple DES encryption). If you want to remove this cookie you can do so by unticking the box the next time you log in. Please note that we will never save your password in a cookie.