This Site contains public, restricted access and client login areas. Users of this Site may access these different areas, information and facilities depending on whether Charles Stanley has accepted an application for basic or full registration on the Site:
Please note the basis on which research tools are provided and comply with our security requirements.
The business terms applicable to the operation of your account with Charles Stanley operate in conjunction with these Terms, although the former shall take precedence in the case of any conflict between them.
The right to use any upgraded or updated version of the App replaces the right to use previous versions of the App.
You shall not create any modifications or derivative works directly or indirectly using the Site or App, or components thereof, and any modifications or derivative works created directly or indirectly using the Site or App, or components thereof, or enhancements to the Site or App, shall vest on creation in, and be owned exclusively by, us, and you shall promptly on request execute any further documentation required to legally or commercially effect such assignment.
Charles Stanley may, at any time, without notice and for any reason, suspend your access to the App, disable the App, close the App indefinitely and/or terminate your right to access the App.
We do not warrant that the App will function on all devices or operating systems. You are advised to upgrade the software on your device in line with the manufacturer’s advice because we do not support legacy operating systems. You agree that you will not:
Charles Stanley provides this Site or the App for your information only It reserves the right to withdraw or amend the Site and/or App without notice. Other than disclosures relating to Charles Stanley, the information on this Site and the App is based on current public information that it considers reliable. Charles Stanley endeavours to correct any errors or omissions within its control as soon as it becomes aware of them, but it does not guarantee that the Site or the App will be secure, accurate, error-free, uninterrupted or free of computer viruses or other harmful components and neither the Site nor the App should be relied on as such.
Charles Stanley will not be liable for the consequences of any event beyond its reasonable control (including the electronic transmission of data, content, material and information over the internet and the interception or decryption of it by others) or for any damages resulting therefrom.
The Site and the App are provided without warranties or other assurances of any kind. To the fullest extent permitted by law, neither Charles Stanley nor any other party involved in creating, producing or communicating the Site and/or the App shall be liable for any loss or damage, whether reasonably foreseeable or not, resulting from the use of or inability to use it, including but not limited to interruptions, deletion of files or email, errors, defects, viruses, delays in operation or transmission, difficulties with two factor authentication or any failure of performance, whether or not resulting from force majeure, communications failure, theft, destruction, or unauthorised access to Charles Stanley's records, programs or services.
Email messages sent via the public area of the Site are not secure. We urge you not to send emails to Charles Stanley containing confidential information, or that relate to time-sensitive matters. You agree that you do so at your own risk and that you hold Charles Stanley harmless from any loss that you may suffer as a result. An automated delivery receipt does not constitute acceptance of any email; we will only be deemed to have accepted an email if we either expressly reply to or act on your email.
However, messages sent via the secure portal and the App are secure and should only be used by clients to contact Charles Stanley regarding administrative issues in relation to their account (as such messages are encrypted and stored securely). We still urge you though not to send secure messages to Charles Stanley that relate to time-sensitive matters, such as, but not limited to, instructing us to deal. You agree that you do so at your own risk and that you hold Charles Stanley harmless from any loss that you may suffer as a result. An automated delivery receipt does not constitute acceptance of any email or message, sent securely or not, and we will only be deemed to have accepted it if we either expressly reply to or act on it. The use of emails by clients who have accepted the Charles Stanley Our Services and Business Terms is governed by those terms.
If the App allows you to send emails or other communications to third parties, you acknowledge and agree that you are solely responsible for the contents of any such email or other communications and that you send any such email or other communication at your own risk.
If you have access to the secure portal or the App, you are responsible for maintaining the security of your login details. Such information, together with any additional security details unique to you and applicable to your use of the secure portal or App must never be shared with anyone, and after accessing your account on the secure portal or App you must log off. This ensures that no third party may be able to access your account if you leave your computer or device and your session has not yet been timed out. You will be exclusively responsible for any instructions placed or purported to be placed under those details and Charles Stanley shall be entitled to treat all such instructions as authentic.
By accessing other websites through links provided by Charles Stanley (be it a hypertext link or other referral device), you agree to the following terms and conditions:
Should you access or view content on any website that is not provided by Charles Stanley via the Site or the App, you do so at your own risk. Charles Stanley has no control over the content of an external website and is not responsible for it or any damages or losses that may arise from your use of it.
The material available on external websites has been produced by independent providers that are not affiliated with Charles Stanley and may not be regulated by the FCA. Any opinions or recommendations expressed on external sites are solely those of the independent providers and are not the opinions or recommendations of Charles Stanley.
You understand that while some of the linked websites may provide information and news stories about investments, the availability of such information does not constitute a recommendation to buy or sell or otherwise trade all or any of the securities discussed therein. You understand that you are responsible for your own investment decisions and you should seek your own professional advice as to the suitability of any investment mentioned in such information.
You may not link to this Site without the prior written consent of Charles Stanley, nor must the Site be framed on any other website. Charles Stanley reserves the right to withdraw any linking permission without notice.
All information provided by Digital Look Ltd, Thomson Financial Limited, Reuters Limited (or any of their affiliated companies), Refinitiv or any other third party (the "Information") on the Site or App is owned by or licensed to those companies and your use of the Information is limited to storing, filing in format print and displaying the Information for your personal use. In no event shall you publish, retransmit, redistribute or otherwise reproduce or communicate any Information in any format to anyone else. Charles Stanley shall not be responsible for any errors in the Information or for any loss, whether or not it was reasonably foreseeable, or damages (whether direct or indirect, consequential, punitive or exemplary) resulting therefrom. You agree to indemnify and hold harmless Charles Stanley for any cost, charges and damages resulting from your breach of this clause.
London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group . FTSE Russell is a trading name of certain of the LSE Group companies. “FTSE®” “Russell®”, “FTSE Russell®”, “MTS®”, “FTSE TMX®”, “FTSE4Good®”, “ICB®”, “Mergent®, The Yield Book®,” are a trade marks of the relevant LSE Group companies and are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.
Some of the news services on the Site or App have been produced by independent providers that are not affiliated with Charles Stanley. Any opinions or recommendations expressed are solely those of the independent providers and not the opinions or recommendations of Charles Stanley. Information provided by the independent providers is believed to be reliable. However, Charles Stanley does not guarantee the timeliness, sequence, accuracy, or completeness of such information.
You agree to comply with any restrictions or conditions imposed upon the use, access or storage of the data as may be notified to you by FTSE or Charles Stanley and you agree not to distribute or disseminate in any form or by any means (including but not limited to via the Internet or via any other electronic means) all or any of the data provided by Charles Stanley under licence from FTSE. You agree to indemnify and hold harmless Charles Stanley for any costs, charges and damages resulting from your breach of this clause.
Where you have provided personal information to us, Charles Stanley shall at all times comply with the requirements of current data protection legislation. We only use your personal information in accordance with our Privacy Notice. Please take the time to read this, as it includes important terms which apply to you.
All telephone calls are recorded for business purposes or to comply with regulatory obligations.
For the purposes of S.21 Financial Services and Markets Act 2000 the Site and the App have been approved by Charles Stanley & Co. Limited.
Raymond James Wealth Management Limited (registered in England No. 48796) is the parent company of Charles Stanley & Co. Limited and both are part of the Raymond James Financial, Inc. group of companies.
The principal companies within the Charles Stanley group of companies are:
In order to maintain the security of its systems, protect its staff and detect fraud and other crimes, Charles Stanley reserves the right to monitor all internet communications, including web and email traffic, into and out of its group company domains and/or systems. Monitoring includes checks for, but not limited to, viruses and other malignant codes, criminal activity and inappropriate, offensive or otherwise unacceptable use or content.
Charles Stanley reserves the right to cooperate fully with any investigation by national and international police, regulatory authorities and other officials, and reserves the right to disclose any personal data (including personal or private electronic communication transmitted on the Site and/or the App) to such officials to the extent requested by them in connection with any such investigation, or as otherwise required by law or regulation.
Current tax levels and reliefs may change and the value of any relief depends on individual circumstances.
We may assign or transfer our rights and/or obligations under these Terms on notice (which may be posted on the Site) to any other person or entity. You shall not assign or transfer all or any of your rights, benefits or obligations under these Terms.