Terms and Conditions

Last updated: September 2019

Quotidian Investments Terms and Conditions

This is the website of Quotidian Investments, a limited liability partnership, registered in England and Wales with registered number OC377941, whose registered office is The Moat House, Dorsington, Stratford upon Avon, CV37 8AX. It is a corporate body with members whom we refer to as “partners”. A list of members is available for inspection at the registered office.

Quotidian Investments is authorised and regulated by the Financial Conduct Authority (FCA), firm reference number 588370.

Investment Information

This is the website of Quotidian Investments, a limited liability partnership, registered in England and Wales with registered number OC377941, whose registered office is The Moat House, Dorsington, Stratford upon Avon, CV37 8AX. It is a corporate body with members whom we refer to as “partners”. A list of members is available for inspection at the registered office.

Quotidian Investments is authorised and regulated by the Financial Conduct Authority (FCA), firm reference number 588370.

This website contains general investment information only, primarily for UK investors. The information and any opinions given on this website should not be relied upon, nor be used as a substitute for advice on how to act in a particular case. None of the content is intended to, nor should be construed as, providing regulated investment advice.

Any investment carries a degree of risk. The value of investments may go down as well as up. Investors may potentially lose all their invested capital and no assurance can be given that you will realise a profit on your investment.

Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell securities or any other investment product.

You should take appropriate professional advice before making any investment decision, either by contacting Quotidian Investments directly contact usor by speaking to your own financial adviser.

Electronic and telephonic communications between Quotidian Investments and its clients may be recorded.

Whilst Quotidian Investments makes every effort to keep the information on this website accurate and up to date, its accuracy and completeness cannot be guaranteed.

Legal Information

The website and its contents are provided to you on an “as is” basis. Whilst we take every care to ensure that the standard of the website and its content remains high and to maintain the continuity of the site you should be aware that errors, omissions, interruptions of service and delays may occur at any time.

We do not accept any ongoing obligation or responsibility to operate the website (or any part of it) or to provide the services offered on the site.

We use our best efforts to ensure the information on our website is free from viruses, we cannot guarantee that this is the case, and do not make any representations or warranties that our website is free from viruses.

You agree that you shall not attempt to interfere with the proper working of the website and, in particular, you shall not attempt to circumvent security, tamper with, hack into, or otherwise disrupt any computer system, server, website, router or any other internet connected device relating to the website.

Unless otherwise specified, all content and materials published on the website are published solely for your private, personal and non-commercial use. You assume total responsibility and risk for your use of the website and use of all the information contained within it.

We assume no responsibility for the information and opinions given on this website and to the maximum extent provided by law we disclaim all liability in respect of such information.

In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising from, or in connection with, the use of this website.

Copyright Information

Unless otherwise stated, Quotidian Investments LLP owns the copyright and other intellectual property rights in this website and all material published on it. Certain content is used under licence from third party copyright owners, and is indicated as such. Any links to other internet sites are provided for further information only. Quotidian Investments has no responsibility for, and does not endorse, the content of linked websites.

No links to this website may be created without our express written consent.

We reserve the right to revise, alter or withdraw any information or document on the website at any time without prior notice.

Reproduction or use of the content on this website (in part or in whole) is only permitted in accordance with the licence terms below:

  • You may save and print extracts from this website in hard copy for your personal use or for the use of others within your organisation.
  • You are permitted to make a single copy of all documents on the website on a single machine for your own personal use.
  • You may supply a copy of any extract from this website to an individual third party provided that:
    • You acknowledge this website is the source of the extract and include the address of this website and the date of the extract in any such copy.
    • You refer the third party to these licence conditions to the individual third party and confirm that they apply to them as well.
    • You supply the full extract and do not edit or amend it in any way.
    • You do not supply the extract for any commercial purpose or for a fee.
    • You do not incorporate the extract into any other work or publication.

Any reproduction or use of information from our website beyond the terms of this licence requires our express permission. If you require such permission please contact us at info@quotidianinvestments.com

Client Portal

By using our client portal, you consent to the following:

You agree that you are entitled to access the information presented.

You acknowledge that the internet is an inherently unstable medium, and that we do not accept any liability for access to our client portal being disrupted.

You are responsible for making all arrangements necessary for you to have access to our website. We accept no liability for any errors in data transmission, machine and software malfunction or any problems resulting from your operating error.

Valuation information presented on our Client Portal is for information only. It is not intended to replace the periodic valuation statements we issue. These statements are the definitive record of the assets held and their valuation, upon which clients and their advisers may rely.

Your user ID, password and any other piece of information we provide to you as part of our security procedures must be treated as confidential information and not be disclosed to any third party.

Data Protection

We are registered as a Data Controller under the Data Protection Act 1998 (Registration No: NUMBER).

All our client records are confidential and will not be shared with any third party expect as required by law or regulation.

We will not sell or rent your personal information to any third party.

Clients may request information about, and copies of, all records we hold about them. We reserve the right to charge a small fee for this in line with Data Protection regulations.
Use of Cookies on this website

Quotidian Investments do not use cookies that can identify you personally, and will only use cookies that are essential to the functionality of the website, or which help us to identify how our site is being used. These cookies allow our site to work, and are not stored subsequent to your session expiring.

Quotidian Investments also use Google Analytics, Google Analytics provide anonymous statistical information, which allows us to count page visits and site traffic.

Changes to this Policy

We will occasionally update this Policy to reflect company and customer feedback. Quotidian encourages you to periodically review this Policy to be informed of how we are protecting your Personal Information.

Contact information

info@quotidianinvestments.com, or call 0203 193 9984