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Church House Investments Limited (Church House) is authorised and regulated by The Financial Conduct Authority.

Investing in ordinary shares and other assets that may be included in an investment portfolio entails risks to your capital and the income that it might generate.  Please remember:

The value of investments and the income you get from them may fall as well as rise and there is no certainty that you will get back the amount of your original investment.  You should also be aware that past performance may not be a reliable guide to future performance.

Information on collective investment schemes to which Church House acts as Investment Advisor can be found on this site.  Some, or all, of these funds feature in most of our clients' portfolios and the warning above is pertinent to each of them as well as to investment portfolios generally.  The main risks they face arise from market price and interest rate risk.  They have no borrowings, or unlisted securities of a material nature, so there is little exposure to liquidity or cash-flow risk.  Church House reviews the policies for managing these risks on a regular basis.

Complaints

Church House operates a complaints procedure in accordance with the rules and guidance set out in the Complaints Sourcebook of the Financial Conduct Authority.  If you have a complaint which you require to be investigated, you should set this out in writing to: Jonathan Howland, Compliance Officer, Church House Investments, York House, 6 Coldharbour, Sherborne DT9 4JW, who will investigate and inform you of the internal complaints handling procedure.

If you are not satisfied with the manner in which the matter is addressed, you  may be entitled to refer complaints to the Financial Ombudsman Service, South Quay Plaza, 183 Marsh Wall, London E14 9SR.  www.financial-ombudsman.org.uk

If we cannot meet our financial obligation to you, you may be entitled to compensation up to £50,000 under the Financial Services Compensation Scheme established under the Financial Services and Markets Act 2000.   www.fscs.org.uk.  Church House is a member of the Financial Services Compensation Scheme.

The Financial Conduct Authority

The Financial Conduct Authority, or FCA, regulates the financial services industry in the UK. Its aim is to protect consumers, ensure the industry remains stable and promote healthy competition between financial services providers.

The FCA has rule-making, investigative and enforcement powers that it uses to protect and regulate the financial services industry.  It supervises the conduct of over 50,000 firms, and regulates the prudential standards of those firms not covered by the Prudential Regulation Authority.  It regulates the financial services industry to ensure firms stick to the rules and consumers don’t fall victim to scams or get tied in to unfair contracts.  Its aim is to ensure that the financial services industry treats customers fairly.

The FCA is based at 25 The North Colonnade, London, E14 5HS.