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Pointon York SIPP Solutions Legal Statement

Pointon York SIPP Solutions is a division of Curtis Banks Ltd registered – company number 06758825. 

Curtis Banks Limited is regulated by the Financial Conduct Authority (FCA register number 492502, see http://www.fsa.gov.uk/register/home.do for details).

Crescent Trustees Limited is a non-trading company which owns the assets of members of the PY SIPP in trust.  Crescent Trustees Limited is registered in England and Wales – company number 3915165.

The registered office of Pointon York SIPP Solutions, Crescent Trustees Limited is 3 Temple Quay, Temple Back East, Bristol, BS1 6DZ.

This website provides information about our products, based on our understanding of the relevant legislation.  Detailed information is provided by way of fact sheets and other documentation which may be downloaded.  This information is based on our interpretation of the relevant legislation.  Our products may not necessarily be appropriate for your circumstances or requirements and we recommend that you speak to an Independent Financial Adviser for further guidance and advice.

Investment Instructions

Please be aware that Pointon York SIPP Solutions (Pointon York) is a pensions administrator and acts on an execution only basis for instructions received from direct clients, or on instructions received from your adviser.

Pointon York can take no responsibility for decisions made about investments or cash/cash equivalents by you or your adviser. We are unable to provide you with specific information on particular investments. You are advised to seek information directly from the investment provider and we will execute transactions as set out above. If the provider issues information to Crescent Trustees as the holder of your asset, we will issue such information in accordance with our terms and conditions.

As Pointon York does not provide advice regarding specific investments, where multiple instructions are received regarding one or more investments, Pointon York will carry them out in order of receipt. Each instruction is covered by your/your client's agreement with Pointon York and will be subject to transaction charges as set out in the relevant Fee Schedule.

Third Party Links

This website may contain links to other sites we consider to be relevant to our own, or to recommended suppliers.  The information and services within these third party websites do not constitute promotions by us and have been produced and maintained by other companies.  We are not responsible for the content of those websites.

Availability

From time to time the website may not be available as a result of updates, upgrades, other maintenance or as a result of other matters which are not under our control.  We do not accept any liability for losses or damage arising through the non-availability of the website.

Adviser Registration

Provides access to:

  • Bespoke illustrations
  • Online applications
  • Technical updates
  • Risk profiling

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Email:

Pointon York House
Welland Business Park
Valley Way
Market Harborough
LE16 7PS

T
01858 419300
F
01858 419400
E
enquiries@pointonyork.co.uk

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Pointon York SIPP Solutions is a division of Curtis Banks Limited authorised and regulated by the Financial Conduct Authority.