Investment Trusts

Chadney Bulgin LLP
89 Fleet Road
Fleet
Hants
GU51 3PJ
Tel: 01252 788888
Email: info@chadneybulgin.co.uk
Fax: 01252 786459

Investments

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Investment Trusts

An investment trust is simply a company that has been set up to invest in shares of other companies. By buying shares in an investment company, the investor is in effect spreading the risk that would normally by associated with a single share investment because the value of the Investment Company's shares are directly related to the spread of investments it is making.

From a tax perspective, investing in investment trusts is treated the same as investing in shares.

Chandos Rose is a trading name of Chadney Bulgin LLP. Who regulates us? Chadney Bulgin LLP, 89 Fleet Road, Fleet, Hants GU51 3PJ is authorised and regulated by the Financial Services Authority. Our FSA Register number is : 159329. Our permitted business is advising on and arranging investments, pensions, general insurances and mortgages. You can check this on the FSA’s Register by visiting the FSA’s website www.fsa.gov.uk/register or by contacting the FSA on 0845 606 1234. What to do if you have a complaint? If you wish to register a complaint, please contact us in writing to Chadney Bulgin LLP, 89 Fleet Road, Fleet, Hants GU51 3PJ, or telephone 01252 788888 If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service. We are covered by the 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. Investments Most types of investment business are covered for 100% of the first £30,000 and 90% of the next £20,000 so the maximum compensation is £48,000. Insurance advising and arranging is covered for 100% of the first £2,000 and 90% of the remainder of the claim, without any upper limit. Mortgage advising and arranging is covered for 100% of the first £30,000 and 90% of the next £20,000, so the maximum compensation is £48,000. Further information about the compensation scheme arrangements is available from the FSCS.