Regulatory Status

Satis Asset Management Limited is authorised and regulated by the Financial Conduct Authority (FCA):

Address: 12 Endeavour Square, Stratford, London, E20 1JN
Website: www.fca.org.uk

Satis Asset Management Limited trading as Satis Wealth Management are Independent Financial Advisers permitted by the FCA to advise on and arrange deals in pensions, savings and investment products under the registration number 761140. This can be verified by visiting the FCA register www.fca.org.uk/firms/systems-reporting/register or by contacting the FCA on 0800 111 6768.

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.

The Financial Services Compensation Scheme (FSCS) is the UK’s statutory compensation fund for customers of authorised financial services firms who are unable to pay claims against them, usually because they have gone out of business. You may be able to claim compensation from the FSCS if Satis cannot meet our obligations. The amount of compensation available will depend on the type of business and the circumstances of the claim. We can provide more specific information on request, but as a guide eligible claims for most types of investment business are covered for up to a maximum of £85,000.

Further information is available from the FSCS at www.fscs.org.uk.