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Statutory and Regulatory disclosures

IFPR Disclosures

Referred to as Pillar 3 disclosures, we publish this information to allow external parties to assess the capital adequacy of the organisation.

FIL UK tax strategy

At Fidelity, we believe high standards of corporate responsibility make good business sense and have the potential to protect and enhance investment returns.

How we manage your cash

The way we manage cash you have in your account will depend on what account(s) you hold with us. The link below has more information on where we hold cash, current interest rates and charges on cash.

Our Supplier Code of Conduct

This document outlines the values and behaviours Fidelity expects of its suppliers and highlights communication channels which suppliers can use to discuss issues relating to working with Fidelity.

Policies and important information
 

Accessibility | Conflicts of interest statement | Consumer Duty Target Market | Consumer Duty Value Assessment Statement | Cookie policy | Diversity, Equity & Inclusion | Diversity, Equity & Inclusion Reports | Doing Business with Fidelity |​​​​​​​ Investing in Fidelity funds | Legal information | Modern slavery | Mutual respect policy | Privacy statement | Remuneration policy | Staying secure | Statutory and Regulatory disclosures | Whistleblowing programme

 

Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.

This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.

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