Your Future.
Our Focus

Please refer to the table and footnotes below for our tax year end information. Deadlines quoted are for requests provided in full, where no further information is required.

_*1 Cash to be available for PCLS payment. Where cash is not available or investments are held through investment managers or investment partners, we will be reliant on third parties and cannot be guaranteed. Valuation of property and non-standard investments may impact this deadline.

_*2 Cash to be available. If disinvestments or return of funds are required, these will be reliant on third parties and must be considered in lead times.

_*3 Establishment cannot be guaranteed unless all requirements are met

The introduction of Consumer Duty takes consumer protection within financial services, to the next level. Further enhancing the focus on delivering good customer outcomes through a series of cross cutting rules, outcomes and an overarching consumer principle. To help advisers and their businesses navigate their own Consumer Duty journey, we’ve created a dedicated web page providing relevant information such as our Target Market documents.

We continually strive to deliver an inclusive service for all. Everyone has the right to, and should be treated fairly no matter who they are or what they may be going through in life. If you consider yourself to have a vulnerability or require accessibility support, please feel free to get in touch to see how we can make adjustments.

T: 0370 4141 7000

E: sippsupportteam@curtisbanks.co.uk

There are also a number of third party resources available to help those who may need additional support. Contact details for some of these resources can be found here.