INVESTOR ACCESS™ PORTAL

Client login Introducer / Adviser login

If you have any questions relating to online access or clients that have not requested online access, and would like to do so, please contact:

investadmin@charlotte.eu.com

Alternatively, please send a signed instruction to:

Investment Administration
Charlotte Square
40 Charlotte Square
Edinburgh, EH2 4HQ

Once received you will be sent an email containing your password, followed by a letter in the post confirming your login details.

Legal Disclosures

By using this website, you are agreeing to be bound by our terms. This website is issued by Charlotte Square, a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Raymond James is registered in England and Wales, No. 3779657. Registered office Broadwalk House, 5 Appold Street, London EC2A 2AG.

Jurisdiction
This website, and all matters arising from it, shall be governed by and in accordance with English law. All users agree to be subject to the exclusive jurisdiction of the English courts.

The information provided on this website, and your subsequent use of it may from time to time be subject to certain statutory or other external regulation, conditions and restrictions. All use of the information by you must comply with such regulations, conditions or restrictions applicable to the area or territory in which you shall use the information. The information contained on this website is therefore subject to the different laws and regulations which apply in those jurisdictions. None of the information published or made available via the Charlotte Square or Raymond James Investment Services Limited websites is intended to be published or made available in any jurisdiction where to do so would result in a breach of any applicable law or regulation.

Copyright
Information on this site is for your personal use only, and may be reproduced in hard copy solely for your personal use. Information on this site may not otherwise be reproduced or distributed to any person in any way without our prior written permission.

Scope and limit of liability
Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell securities or any other investment or banking product, or to provide any investment advice or service.

Nothing contained on this website constitutes investment, legal, tax or other advice and is not to be relied upon in making an investment or other decision.

The information on this website is believed to be correct, but Raymond James cannot guarantee the accuracy, timeliness or completeness of any such information. Neither Raymond James nor any connected company accepts responsibility for any direct or indirect or consequential loss suffered by you or any other person as a result of your acting, or deciding not to act, in reliance upon any information contained in this website.

Investment Risk
Certain investments carry a higher degree of risk than others and are, therefore, unsuitable for some investors. Past performance is not a reliable indicator of future results. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment. Where an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up or down. Tax treatment depends on an investor’s individual circumstances, and it may be subject to change. Before contemplating any transaction, you should consult your financial adviser.

If we comment on AIM, OFEX or Nasdaq Bulletin Board shares you should be aware that because the rules for these markets are less demanding than for those of the Official List of the London Stock Exchange or the Nasdaq exchange, the risks are higher. There is a higher risk of losing the money you have invested. Furthermore, the marketability of these shares is often restricted, you may have difficulty in selling your shares and there is often a big difference between the buying and selling price so that if you have to sell them immediately after purchase you may get back much less than you paid for them. Your investment manager at Charlotte Square is qualified to assist you in making investment decisions and should always be consulted if you are in any doubt.

Conflicts
Any research and analysis in this website has been procured, and may have been acted upon, by Raymond James and connected companies for their own purposes, and the results are being made available to you on this understanding.

Raymond James, its clients and officers may have a position or engage in transactions in any of the securities mentioned in this website.

Telephone Recording
Telephone calls made to Charlotte Square may be recorded. These recordings may be used to monitor the accuracy of information provided by our callers and the staff of Charlotte Square. Recordings of calls may be used to assist Charlotte Square to comply with regulatory requirements. Charlotte Square staff are aware that conversations may be monitored and recorded.

Links to 3rd Parties
This website contains hypertext links to other websites, which may or may not be regulated by the Financial Conduct Authority. By activating any of these links you understand that you are leaving this website. Any hypertext links are used entirely at your own risk.

This website contains details on the Thesis Charlotte Square Allweather Fund.

Thesis Unit Trust Management Limited is authorised and regulated by the Financial Conduct Authority.