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Legal and Regulatory Information

Adam & Company is a trading name of Canaccord Genuity Wealth Limited (CGWL) in Scotland. Canaccord Genuity Wealth Management (CGWM) is a trading name of Canaccord Genuity Wealth Limited (CGWL), and CG Wealth Planning Limited (CGWPL) and you will therefore be redirected to the CGWM website to review the documents below:

Central securities Depositories Regulation (CSDR)

CGWL Candidate privacy notice

Client asset protection

Complaints handling policy

Conflicts policy

Excess reportable income & Income equalisation

Investment recommendations disclosures

Market Sounding process 

Modern Slavery Act

Order Execution Policy (CGWL)

Privacy notice

Stewardship code

Terms of business and service agreements

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.