Our Method of Operation

Satis Asset Management Limited, trading as Satis Asset Management and Satis UK, is authorised and regulated by the Financial Conduct Authority (FCA), 25 The North Colonnade, Canary Wharf, London E14 5HS. FCA registration number 761140. Our permitted business includes advising and arranging (bringing about) deals in investments. You can verify this on the FCA Register by visiting http://www.fca.org.uk/register or by contacting the FCA on 0845 606 1234

As a chartered firm of accountants, Satis Asset Management (SAM) is bound by the the ethical guidelines of The Institute of Chartered Accountants in England and Wales and accepts instructions to act for you on the basis that it will act in accordance with those ethical guidelines. (www.icaew.com/e/technical/ethics/icaew-code-of-ethics)

Unless we notify you in writing to the contrary, we will be treating you as a “retail client”. This means that you are afforded the highest level of protection under the regulatory system and should have the right to take any complaint to the Financial Ombudsman Service (FOS). For more information about the FOS, please visit their website http://www.financial-ombudsman.org.uk.

We offer an independent advice service. Any recommendation that we make will only be given after we have assessed your needs and considered your financial objectives and attitude to any risks that may be involved. We will also take into account any restrictions that you wish to place on the type of products you would be willing to consider.

Our four key services are:

  • Advising US citizens who are resident in the UK on wealth management
  • Advising US citizens on US tax matters and completing and filing their US returns
  • Advising UK resident and domiciled clients on wealth management
  • Advising on UK tax compliance matters

These activities will include:

  • Intermediation services
  • Comprehensive Financial Planning,
  • Assimilation and Dissemination of Financial Information,
  • Monitoring of Financial Performance,
  • Business Succession Planning

We shall give advice and/or act as agent or arrange on your behalf for the purchase or sale of investments of the following types:

  • shares, government securities and other investments for which there is a ready market;
  • life policies other than broker funds;
  • pensions;
  • other assets as may be agreed.

You should be aware that many investment transactions involve a considerable exposure to risk. Whenever we carry out any investment business services for you, we shall point out to you our understanding of the degree of risk to which you will be subject.

All financial products carry a certain degree of risk and even low risk investment strategies contain an element of uncertainty. The types of risk that might be of concern will depend on various matters, including how the instrument is created or drafted. Different instruments involve different levels of exposure to risk and in deciding whether to trade in such instruments or become involved in any financial products you should be aware of the risk you are exposing yourself to.

The value of investments and the income from them can fall as well as rise and you might not get back the original amount invested. This can result from market movements and also from variations in exchange rates between sterling and the currency in which a particular investment is denominated. Past performance is not a reliable indicator of future results.

We are required to co-operate with the FCA, the government and other regulatory authorities in their dealings and other enquiries. This may involve reporting or disclosing to such authorities relevant information in respect of dealings in securities, including the identity of our clients. In particular the Money Laundering Regulations 2007 and related legislation require certain reporting and disclosure obligations.

We are covered by the Financial Service Compensation Scheme (FSCS). You may be entitled to compensation from the scheme if we cannot meet our obligations. This depends on the type of business and the circumstances of the claim. Most types of investment business within the European Economic Area (EEA) are covered for up to a maximum limit of £50,000.   Most investments in American mutual funds will not be covered by the FSCS and it is our understanding that they will not be covered by the SEC.

As part of our services to you we may recommend investments in Unregulated Collective Investment Schemes (UCIS), regulated in the USA, which are not covered by the FSCS.  Our platform provider The Trust Company of The South ( TCTS ) is an independent fiduciary trust company that is examined every year by the Office of Commissioner of Banks for the state of North Carolina. They have several bank clients who undertake substantial due diligence on TCTS. TCTS themselves use a their party custodian Fifth Third Bancorp. Mutual fund trades are settled through Matrix – an organisation with 300 clients and overseeing $100 billion in assets.

We may also advise on other financial products, which are not regulated by the FCA under the Financial Services and Markets Act 2000 and to which the Financial Services Compensation Scheme does not apply.  Accordingly, you should carefully consider whether such investments are suitable for you in light of your personal circumstances and the financial resources available to you.

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