Although we attempt to maintain high standards in our dealings with our clients, we recognise that there are occasions when things can go wrong. If you are dissatisfied or have a complaint in respect of the services we provide to you or the way we are using your personal information, please contact our Compliance Officer directly via letter, email or telephone with full details using the following contact details:

The Compliance Officer
Charlotte Square Investment Managers
43 Charlotte Square
Edinburgh EH2 4HQ.

Telephone: +44 (0)131 624 7709
Email: compliance@csmanagers.com

We will acknowledge your letter and write to tell you our process for handling complaints. We will then investigate your complaint and confirm our conclusion in writing.

Financial Ombudsman Service

If you do not agree with our conclusions, you may have a right to complain to the Financial Ombudsman Service (the FOS) at www.financial-ombudsman.org.uk. We will provide you with full details of this when we write to you with our final decision.

Where we believe that another firm may be solely or jointly responsible for the issue alleged in your complaint, we may refer your complaint to that firm for investigation and reply.

Compensation

The Financial Services Compensation Scheme (“the FSCS”) provides compensation to eligible claimants in certain circumstances. For further information about the FSCS (including the current limits of payments and eligibility to claim) please see the FSCS website at www.fscs.org.uk or telephone the FSCS on 0800 678 1100.