General Risk Warnings

These should be read in conjunction with the service specific warnings below.

- The value of investments and the income derived from them may fall as well as rise.
- You may not get back the full amount you invest.
- Past performance is not a guide to future performance.
- Taxation is based on individual circumstances and is subject to change.
- All information provided is based on our understanding of current legislation which is subject to change.
- Information provided on this site and any opinions expressed are for general use and not personal to your circumstances, nor are they intended to provide specific legal or financial advice. If you are unsure as to the suitability of any investment you should contact one of our Independent Financial Planners who will provide tailored advice.

TC OEIC

- There is no guarantee that the investment objectives of the fund will be reached.
- The annual management charge may be taken from capital which will increase the amount of income available but may constrain capital growth.
- No investment should be made without due reference to the prospectus which are available on this website.

Turcan Connell is the Investment Manager for the CF Turcan Connell Investment Funds.

Capita Financial Managers is the Authorised Corporate Director for the funds; it is one of the largest operators and administrators of collective investment schemes in the UK.

Both Turcan Connell and Capita Financial Managers are authorised and regulated by the Financial Services Authority.

AIM Portfolio Service

- The service invests in smaller companies not listed on the main market of the London Stock Exchange which may carry a higher risk.
- Not all AIM stocks qualify for tax breaks.
- Current legislation governing the tax relief available for AIM investments is subject to change.

Turcan Connell is the authorised investment manager of the AIM Portfolio Service.

Northern Venture Managers (NVM) act as adviser to Turcan Connell by recommending shares to be included in the portfolios.

Both Turcan Connell and NVM are authorised and regulated by the Financial Services Authority.

TC SIPP

- SIPPs are a pension product and you will not be able to withdraw your funds until you reach the age of 50 (55 from 2010).
- The amount of tax relief available depends upon individual circumstances.
- Current legislation governing the beneficial tax treatment of SIPPs may change.

Turcan Connell is the authorised investment manager of the SIPP.

Any pension fund assets are owned by James Hay which would be appointed as the sole trustee of your SIPP.  James Hay is the UK’s largest provider of SIPPs with more than 25 years experience in this area.

Both Turcan Connell and James Hay are authorised and regulated by the Financial Services Authority.

Guernsey

Turcan Connell's Guernsey office provides trust and company management services to a variety of individuals, families and companies. Turcan Connell in Guernsey and its associated companies are fully licensed by the Guernsey Financial Services Commission. Guernsey taxation and legislation are subject to change.