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We are committed to protecting your information and assets from the threats posed by fraud, identity theft and other financial crime. We have the sophisticated technical and operational safeguards that you would expect, however, the names of legitimate financial services firms are sometimes used by criminals to try to trick members of the public.
If you are ever in doubt that a communication by Charles Stanley is genuine, please telephone us on (0131) 550 1234, or forward any email to email@example.com. We’ll be able to confirm quickly whether or not it was from us.
'My Charles Stanley' is the secure area of the main Charles Stanley website where you can view your account details. You must keep your 'My Charles Stanley' username and password secure.
Please avoid writing down username and passwords - as tempting as this may be! The password should be one you do not use on any other website and include a mix of random numbers, letters and other characters. If possible, you should change it regularly.
We will never ask you to disclose your username or password by email or telephone.
You will not be asked to pay in money into any bank account other than those published on the Charles Stanley website. If our bank details change, we will place a notice on our website.
If we send you an unsolicited letter or email, we will always quote one of your account numbers. Checking that account number is genuinely one of yours will help prove that it came from us. You can see your account number(s) on your dashboard when logged into our website, or on any contract note.
- Our emails will always come from an address ending @charles-stanley.co.uk. Our website address will always end with: charles-stanley.co.uk
- With secure messages, you will receive a plain text email from an account ending @charles-stanley.co.uk or on Charles Stanley Direct an email account ending: @charles-stanley-direct.co.uk. This will then lead you to log-in to your account where the secure message can be read. This is encrypted and pertinent only to your account.
Look for the padlock icon when using your web browser on the Charles Stanley web site. If you right click and select “View Page Info” or “Properties” you’ll be able to see our 'Certificate', which is registered to Charles Stanley & Co. Limited, our legal trading company. If you do not see the padlock or our company name when you click it, then you may not be on the genuine website. (In some browsers like Safari, it isn’t necessary to click as you will see our full company name in the address bar).
From time to time, and at your Investment Manager's discretion, we may issue email marketing to you. This will typically have a footer with either your personal Investment Manager's details or the details of the regional office where your account is held. The content of the email will always link back to the Charles Stanley website (www.charles-stanley.co.uk) and will be pointing you towards the article content that we issue on a daily basis by our commentators, economists and analysts. We will not use email marketing to make financial offers or promotions to you. If you are in any doubt about any email that you receive, please contact your Investment Manager or email firstname.lastname@example.org