Regulatory information and risk warnings

Compliance

This website (“website” or “site”) is issued by Titan Asset Management Ltd (“TitanAM”) which is authorised and regulated by the Financial Conduct Authority.

The content of this site is for Professional Financial Advisers working in the United Kingdom only (TitanAM does not advise retail investors itself).

The ACUMEN Portfolios is an OEIC (Open Ended Investment Company with Variable Capital).

Regulatory disclosures

Unless you are a Retail client, many of the protections provided by the United Kingdom regulatory structure may not apply to you including access to the UK Financial Services Compensation Scheme and the UK Financial Ombudsman Service.

Content of website

By proceeding, you agree, so far as this is permitted under the provisions of the UK regulatory system, to the exclusion by us of any liability, including without limitation that arising from any loss of profit or any other damage direct or consequential, in respect of any errors and/or omissions by us and/or any relevant third parties in respect of the content. The contents of this site are based upon sources of information believed to be reliable, however, save to the extent required by applicable law or regulations, no guarantee, warranty or representation (express or implied) is given as to its accuracy or completeness and TitanAM, its Directors, officers and employees do not accept any liability or responsibility in respect of the information or any views expressed herein. TitanAM accepts no liability for any loss or damage of any nature whatsoever, whether directly arising from accessing, using, consulting or navigating this site, or from links to other websites.

This website may include or may refer to documents that include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. If you have accessed this site using a link from another site, TitanAM does not accept liability or responsibility for the accuracy of information contained within the sites of other providers who have links to any pages of this site or to whom this site is linked.

Investment risk

There are significant risks associated with investment in the Funds referred to in the site. Investment in the scheme on this site is intended for investors who understand and can accept the risks associated with such an investment including a substantial or complete loss of their investment.

Past performance is not a guide to future performance. The value of investments and any income derived from them can go down as well as up. Income from investments may fluctuate. Changes in rates of exchange may have an adverse effect on the value, price or income of investments. The Authorised Corporate Director of the funds may apply a dilution adjustment as detailed in the Prospectuses. The Funds are not traded on an exchange or recognised market.

The foregoing list of risks factors is not complete and reference should made to the Funds’ constitutional documents, KIID and application form.

Investment recommendations

The site may contain examples of TitanAM’s research. Readers should note that these examples of its research are provided for informational and research purposes only. The information does not constitute an Investment Recommendation and must not be viewed as such.

Solicitation

The site does not constitute an offer by TitanAM to enter into any contract/agreement nor is it a solicitation to buy or sell any investment. It should not be used for the purpose of an offer or solicitation in any jurisdiction or in any circumstances in which such offer or solicitation is unlawful or not authorised. Investors must inform themselves about the laws which are in force in their country or jurisdiction. This site is not aimed at person who are residents of any country, including the USA and South Africa, where the Funds referred to herein are not registered or approved for marketing and/or sale or in which the dissemination of information on the Funds or services is not permitted. No part of this site should be copied and distributed to any third party without the express approval of TitanAM.

Notice to persons in the United States

The information contained in this site about TitanAM is not directed to any person in the United States. The provision of the information in this site does not constitute an offer of securities to any person in the United States or to any U.S. Person. Shares in the Funds have not been, and will not be, registered under the US Securities Act of 1933, as amended (the “1933 Act”), or qualifies under any applicable state statutes, and the Shares may not be offered, sold or transferred in the United States (including its territories and possessions) or to or for the benefit, of, directly or indirectly, any US Person. The Funds are not and will not be registered under the US Investment Company Act of 1940, as amended (the “1940 Act”), and investors will not be entitled to the benefit of such registration. Consequently, the cannot be offered for sale or be sold in the USA, its territories, possessions or protectorates under its jurisdiction, nor to nationals, citizens or residents in any of those areas.

Complaints

TitanAM maintains a complaints handling policy and procedures in accordance with which it handles complaints, including complaints made by complainants who are eligible to bring a complaint to the Financial Ombudsman Service, the independent statutory dispute resolution body for the financial services industry in the United Kingdom.

Advice

No information contained in this site should be deemed to constitute the provisions of financial, investment, taxation or other professional advice in any way. Investors should obtain professional financial advice before proceeding with any investment.

Taxation

Taxation will depend on individual financial circumstances and the county of residence. Investors should obtain professional advice on taxation where appropriate before proceeding with any investment.

Performance data

Information on performance follows UK standards. The performance figures refer to the past and past performance is not a reliable indicator of future results.

Data protection and privacy

Titan Asset Management Ltd is a wholly owned subsidiary of Titan Wealth Group PLC. This privacy notice explains how we use any personal information we collect about you.

What information do we collect about you?

Any personal information you supply via the Website (and by other means) will be treated in accordance with the legislation intended to protect your personal information and privacy.

Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We’ll use your information collected from the website to personalise your repeat visits to the site.

Why do we need to collect and use your personal data?

The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect is essential for us to be able to carry out the services required effectively. Without collecting the data, we may be unable to fulfil our legal and regulatory obligations.

Where special category data is required, we will obtain explicit consent in order to collect and process this information.

How will we use the information about you?

We collect information about you in order to provide you with the services for which you engage us.

Who might we share your information with?

We will not share your information for marketing purposes with companies outside our group of companies.

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as platform providers that we use to ensure performance of our contract with you.

Where third parties are involved in processing your data we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they will only act in accordance with our written instructions.

Where it is necessary for your personal data to be forwarded to a third party, we will use appropriate security measures to protect your personal data in transit.

To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.

How long do we keep hold of your information?

In principle, your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we are subject to regulatory requirements to retain data for specified minimum periods. We also reserve the right to retain data for longer than this due to the possibility that it may be required to defend a future claim against us. In any case, we will not retain your personal data for longer than required.

You have the right to request deletion of your personal data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.

How can I access the information you hold about me?

You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information please email or write to us using the contact details noted below.

When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.

We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.

Marketing

We would like to send you information about our services which may be of interest to you. If you have agreed to receive marketing information, you may opt out at a later date.

You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.

Cookies

We use cookies to track visitor use of the website and to compile statistical reports on website activity.
For further information visit www.allaboutcookies.org

You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.

Other websites

Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.

What can you do if you are unhappy with how your personal data is processed?

Please contact the Titan Asset Management Data Protection Officer. The contact details are below.

You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:

Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
0303 123 1113 (local rate)

Changes to our privacy policy

We keep our privacy policy under regular review and we will place any updates on this web page to inform you of any changes when they occur. This privacy policy was last updated on 01/09/2020.

How to contact us

Please contact us if you have any questions about our privacy policy or information we hold about you: by email at [email protected]

Or write to us at: Titan Asset Management Data Protection Officer, 2, The Cornerstone, Market Place, Kegworth, Derby. DE74 2EE

© Titan Asset Management 2022