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REFERENCES and CLIENT PROTECTION

Client Protection

Care Asset Management subscribes to the Financial Services Compensation Scheme (FSCS) from which clients may be entitled to compensation if we or an organisation we recommend cannot meet their obligations. The level of compensation depends on the type of business and the circumstances of the claim.

Most types of investment business are covered for 100% of the first £50,000 and deposits for the first £85,000. Insurance contracts provide compensation of 90% of the claim with no upper limit. Further information about the compensation scheme arrangements is available from the FSCS.

In addition to the client protection afforded by the Financial Conduct Authority, the Financial Ombudsman Service and the Investor Compensation Scheme, the company also holds Professional Indemnity Insurance under contract no. B1294LS04015, providing cover of £1,750,000 for any single claim. For the added protection of clients, Care Asset Management does not handle client monies and we only accept a cheque payable to Care Asset Management in settlement of charges or disbursements which have been agreed.

Care Asset Management is authorised and regulated in the conduct of investment business by the Financial Conduct Authority (FCA) under reference number 155097. This is confirmed in the FCAs register, which can be viewed by visiting www.fca.gov.uk/register or by contacting the FCA at 25 The North Colonnade, Canary Wharf, London, E14 5HS or by telephone on 0845 606 1234.

Details of the companys bankers and auditors, together with any further references that may be required are available on request.