Privacy Statement

This website is provided by and powered by True Potential LLP (True Potential).

Portfolio Report (the Report).

The Report is not an offer to sell or an invitation to buy or subscribe for any PEP, ISA or Unit Trust or any other security or investment. True Potential does not offer investment advice or recommend investments. The information in the Report, whether tax related or otherwise, is based on information from third party product providers and has not been independently verified. True Potential makes no representation or warranty, gives no indemnity or guarantee and accepts no responsibility or liability for the accuracy or completeness of the information in the Report. The Report itself is informative, not advisory and the information in it is not investment advice. If you need advice about anything the Report covers, you must seek it from your financial adviser. True Potential disclaims all liability and responsibility arising from any reliance placed on the Report by you, or by anyone who may be informed of any of its contents.

Copyright

True Potential is the owner or the licensee of all intellectual property rights in this site, and in the material published on it. Those works are protected by copyright and database laws and treaties around the world. All such rights are reserved. You may print off one copy, and may download extracts, of any pages from our site for your personal reference and you may draw the attention of others within your organisation to material posted on our site. You must not modify the paper or digital copies of any materials you have printed off or downloaded in any way, and you must not use any illustrations, photographs, video or audio sequences or any graphics separately from any accompanying text. Our status (and that of any identified contributors) as the authors of material on our site must always be acknowledged. You must not use any part of the materials on our site for commercial purposes without obtaining a licence to do so from us or our licensors. If you print off, copy or download any part of our site in breach of these terms of use, your right to use our site will cease immediately and you must, at our option, return or destroy any copies of the materials you have made.

Data Protection

Clients. If you are a client, your financial adviser is the ""data controller"" of any of your personal information that is stored on this site and we are the financial adviser's ""data processor"". That means we will only use your personal information as your financial adviser tells us to, either directly or through the site, and we won't use it for our own purposes. We will also keep your personal information secure as required by UK data protection law. If you have any queries about your personal information on this site, please ask your financial adviser.

Financial advisers. If you are a financial adviser, we agree to use your clients' personal information on this site only as you instruct us to and to keep that personal information secure in accordance with the seventh data protection principle.

Portfolio Note

The investment target is an initial estimate only. It is not a prediction or guarantee. Charges are not built in but are shown in the actual illustrations for the funds you select. For advice, please speak to your financial adviser.

Valuations

The Valuation is prepared for your information and may not fully reflect all transactions which have been carried out to date on your behalf. Please note the above figures are not guaranteed. Past performance should not be regarded as guide to future performance. The value of investments and any income generated from them may go down as well as up and you may not be able to realise the full amount of your investments. The values shown are based on the bid unit price most recently available and are not real time, with some funds valuing approximately 48 hours behind. Investments are valued using available price sources, they are indicative and may not be the price at which assets are available to be bought or sold in the relevant market.