Important information

1. About This Site

This website and the material contained in it, is aimed only at UK occupational pension scheme trustees, consultants and UK resident scheme members whose employers have chosen us to manage their investments. This website is not directed at persons in any other jurisdiction. Specifically it is not aimed at US persons.

Threadneedle Asset Management Limited or associated companies do not give investment advice or recommendations in respect of its product range and nothing in this website should be taken as an offer to buy or sell investments, products or funds. Investment decisions should not be made solely on the basis of information provided in this site. If you are in any doubt about the suitability of any investment you should speak to your financial adviser.

Any research or analysis included in the website has been produced by Threadneedle Asset Management Limited or associated companies for its own investment management activities, may have been acted upon prior to publication of this note and is made available here incidentally. In some instances the information contained in this note, other than statements of fact, was obtained from external sources believed to be reliable but its accuracy of completeness cannot be guaranteed. Any opinions, expressed are made in good faith, but are subject to change without notice. Although we shall use all reasonable endeavours to ensure that the information on our website is kept up-to-date, we cannot be held responsible for any losses or damage incurred as a result of using any out-of-date or superseded documentation on this website.

No other UK based person/company (including other financial services sector related companies) may link their website into our website (www.threadneedlepensions.co.uk) without the express written permission of us. As this site is aimed at UK investors only, no non-UK (and specifically US) persons/companies may link or make reference to this site.

2. Important Performance Information

Past performance is not a guide to the future. The value of investments, and the income from them, can go down as well as up. You may not get back the amount you have invested. You should be aware that currency fluctuations may also affect the value of an investment. Prices and performance details are for information purposes only.

3. Taxation

Tax concessions are not guaranteed, depend on your own circumstances and may change in the future. Tax-free means the investor pays no tax. Threadneedle Asset Management Limited and associate companies do not provide taxation advice. If you have any doubts you should seek professional advice.

4. Data Protection

For the purposes of the Data Protection Act 1998, the data controller in relation to any personal data you supply is Threadneedle Pensions Limited. Sometimes your details may be made available to external servicing companies, for the purpose of administering your account and communicating with you. With limited exceptions you have a right of access to the data that we hold about you. You agree that we may use, disclose and transfer personal data as described in this statement.

On occasions we may want to send you marketing material relating to our products. Sometimes your details may be made available to external marketing companies for marketing purposes. If you do not wish to receive such marketing approaches, please write to Threadneedle Pensions Limited, Cannon Place, 78 Cannon Street, London EC4N 6AG.

5. About Threadneedle Investments

Threadneedle Pensions Limited. Registered in England and Wales, No. 984167. Registered Office: Cannon Place, 78 Cannon Street, London, EC4N 6AG. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Threadneedle Asset Management Limited is the investment manager to the Threadneedle Pooled Pension Fund range and is authorised and regulated by the Financial Conduct Authority.

The VAT number for all Threadneedle Investments group companies is 107831677.

Issued by Threadneedle Pensions Limited

"Columbia Threadneedle Investments" is a brand owned by Threadneedle's ultimate parent company, Ameriprise Financial, Inc., and is the subject of international applications for service mark registration. No permission or licence is granted to use this brand or any registered mark that results from such applications without the prior written consent of Ameriprise Financial, Inc. All other intellectual and other property and rights therein on this website remain property of the Threadneedle group of companies and no rights of any kind to any such property will pass to users of this website.