These terms set out the way in which you use our website “My Succession Wealth”. Use of our site includes, amongst other things, accessing, browsing, and using interactive features on our site.
Please read these terms carefully before you start using our site.
Summary of terms
1. Accuracy of information
1.1 - Values displayed may differ between ‘My Succession Wealth’ and any Provider online statements due to timings at which prices are taken or systems updated, where values have been rounded to the nearest pound or, where a data feed has failed to update due to a technical issue.
1.2 - Whilst reasonable efforts have been made to ensure that the values displayed on this screen are accurate, due to the nature of the different information sources and timing of valuations, we are unable to guarantee that these valuations accurately reflect the value of your holdings. The items shown on this Valuation should be verified and your Adviser notified promptly of any discrepancy.
1.3 - All quoted securities are valued at the last traded price on the relevant stock exchange as obtained from the Morningstar information service. Assets that are held and valued in other currencies have been converted to sterling using the Morningstar conversion rates. Unquoted securities are valued at prices obtained from accredited sources.
1.4 - Contributions and withdrawals are recorded on the day the trade is executed. Where contribution and withdrawals have been executed, these will be reflected in the total value displayed on your client portal dashboard but will not be visible as individual transactions.
2.1 - The value of your investments can go down as well as up, and you could get back less than you originally invested.
2.2 - All investments involve a degree of risk of some kind. Past performance or any yields quoted should not be considered reliable indicators of future events.
2.3 - This website is not advice to invest. It does not provide advice based on your individual circumstances. Rather this website aims to provide information to help you make your own informed decisions. Please contact your advisor for more details of if you have questions about your investments.
3.1 - You must take reasonable security precautions to keep your account safe when using ‘My Succession Wealth’ including:
4.1 - Our site is made available free of charge.
4.2 - ‘My Succession Wealth’ is a 24/7 service but occasionally repairs, updates and maintenance on our systems may mean some or all the services aren’t available or may be slow for a short time. We will endeavour to inform you of site unavailability, but this may not always be possible.
4.3 - Our website is designed to work with current versions of the most popular web browsers. The website may not display properly if you are using an old version of an internet browser. For your own security and to give you the best possible browsing experience we recommend that you always use the latest version on a trusted browser.
5. Privacy & cookies
5.1 - We take privacy very seriously and therefore urge you to read our Privacy notice very carefully as it contains important information about the data we collect about you, what we do with that data and who your data will be shared with.
5.2 – Clients who engage with Succession Wealth through a joint Letter of Engagement (LoE) will have access to view each other’s client information within ‘My Succession Wealth’, unless the client advisor is informed otherwise. Should you wish to amend this at any time please contact your client advisor as soon as possible.
6. Digital signatures
6.1 - We offer digital signature as an alternative to signing a physical document. This facility comes with the following terms and conditions: