Legal Information

Last Updated : April 2013

You must read the following information before proceeding. It provides information on some of the laws and regulations applicable to this web site.

The information on this Site is issued and approved by Witan Investment Services Limited (WIS). Witan Investment Services Limited is registered in England no. 5272533 of 14 Queen Anne’s Gate, London SW1H 9AA. Witan Investment Services Limited provides investment products and services and is authorised and regulated by the Financial Conduct Authority. We may record telephone calls for our mutual protection and to improve customer service.

WIS's investment products are only available through this web site to UK residents and by proceeding this far you are representing and warranting that you are resident for tax and investment purposes in the United Kingdom. What follows is not an offer or invitation to acquire an investment, and should therefore not be relied upon by, any person anywhere other than the United Kingdom or any person in any jurisdiction where such an offer or invitation would be unlawful. Persons in respect of whom such prohibitions apply must not access this web site.

Where access to any part of this web site or a linked site is restricted or requires possession of a valid password, no other person should attempt to gain access to such part of the web site. Any prices and other information on this web site or a linked web site are provided solely to enable you to make your own investment decisions and do not constitute personal recommendations or advice.

You should be aware that the internet is not a completely reliable transmission medium. We shall not have any liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to, any direct, indirect or consequential damage, arising out of the use of the services provided herein.

Messages that you send to us by e-mail are not secure. We recommend that you do not send any confidential information to us by e-mail. If you choose to send any confidential information to us via e-mail you do so at your own risk with the knowledge that a third party may intercept this information. Instructions sent by you via e-mail and to the Site are processed exclusively at your risk.

An application for any of  WIS’s investment products should be made having read fully not only the relevant application form, but also, for UK investors, the relevant terms and conditions of the Key Information Document, brochure, and latest annual or semi-annual report applicable to the chosen product. All these relevant documents can be found on this web site. It is your responsibility to review such documentation and in any event by making an On-Line Application you will be deemed to be representing that you have read such applicable documentation and agree to be bound by its contents.

Our affiliates, officers and/or employees may have holdings in WIS’s investment products and may otherwise be interested in transactions that you effect in those products.

Please remember that past performance of an investment is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Tax assumptions may change if the law changes, and the value of tax relief (if any) will depend upon your individual circumstances. Investors should consult their own tax advisers in order to understand any applicable tax consequences.

If you are unsure about the meaning of any information provided on this web site, then please consult your financial or other professional adviser. We do not offer investment advice.

Otherwise than as specifically set out, the information on this web site must in no circumstances be copied, reproduced or redistributed in whole or in part. You may download or print copies of some of the documentation contained on this web site for your own private use only, provided that you do not change any copyright, trademark or other proprietary notices. All intellectual and other property information contained in this web site shall continue to be held by us and no rights of any kind in it shall pass to you.

This web site may contain or be linked to advice or statements of third parties. We make no representation as to the accuracy, completeness, timeliness or suitability of such information, and we have not and will not review or update such information and caution you that any use made of such information is at your own risk. Some of the information contained on this web site may also have been prepared or provided by third parties and may not have been verified by Witan Investment Services. Witan Investment Services hereby excludes any liability arising out of any preparation or provision of such information for the web site and makes no warranty as to the accuracy, suitability or completeness of any such information.

Witan Investment Services uses the Morningstar ratings on its literature. (c) 2013 Morningstar. All Rights Reserved. The information, data, analyses and opinions ("Information") containted herein: (1) include the proprietary information of Morningstar and its content providers; (2) may not be copied or redisributed except as specifically authorised; (3) do not consitute investment advice; (4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and (6) may be drawn from fund data published on various dates. Morningstar is not reponsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don't make any investment decision except upon the advice of a professional financial adviser. Past performance is not guarantee of future results. The vlaue and income derived from investments may go down as well as up.


Witan Pacific Investment Trust, Benchmark Source: MSCI. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI’s express written consent.


This web site is governed by the laws of England. On-line Applications will also be governed by English law.

This Important Legal Information may be updated from time to time. You will be advised within this site of the last date on which any updates have been made. If you choose to bookmark pages within the web site for future use, you agree that it is your responsibility to check if any such updates have been made since you last visited this web site.


We take the privacy of our customers very seriously and we are concerned to protect your personal data. We believe it is important that you know how we treat the information about you that we receive through this web site. Therefore we will only use your personal information as set out in this Privacy Policy. If you have any questions in relation to the information we hold about you or our use of that information, please feel free to contact us.

Personal Data

In general, you may visit this web site without revealing any information about yourself. Our servers collect the domain names of visitors and this data is only held for the period you are logged onto the web site. This information is anonymous and we aggregate it to measure the use of and to improve the content of our web site.
We will, however, retain and use all personal information (for example name, e-mail address and your financial details) that you provide to WIS via this web site, including for example, when you register for the WIS's Online Service, request a brochure, or apply for an account.

Use of Your Personal Data

We will use the personal data which you provide to us on the web site to process any applications you make and to keep you informed (via e-mail and other methods of contact) about our products and services and those of our affiliate companies which may be of interest to you. If you do not want us to use your personal data to inform you of such products and services please indicate this in the tick box provided online. We may also pass your data to third parties, selected by us, with respect to certain activities. We will ensure that any such third parties will only use your information in accordance with this Privacy Policy. For administration purposes your personal data may be transmitted to other entities, including entities located outside the European Economic Area in countries where laws do not exist to protect personal information. These entities will be required to ensure that your personal information is protected to the standard applicable under United Kingdom data protection law.