Protecting against the possibility of fraud is obviously of the utmost importance when dealing with investments. There are measures you can easily take to give yourself the best possible safeguards against fraudulent activity.
The golden rule is to avoid purchasing shares from unknown sources. Many experienced investors have been caught out by so-called boiler room operations, where unscrupulous fake stockbrokers attempt to sell worthless shares at inflated prices.
The key is to always use a reputable financial adviser.
Sometimes it’s good to choose an adviser who has been personally recommended to you by a trusted source. If you do, you should check that they are authorised by the Financial Conduct Authority (FCA) by calling 020 7066 5256, or by visiting their website.
If you suspect that a fraud is being perpetrated against Quilter plc or any of our customers, you can confidentially bring this to our attention by detailing your suspicions on this form. If you are happy for us to contact you, please remember to leave your name and a daytime telephone number.
For security reasons, we cannot act on policy specific instructions such as address changes received through this form. If we reply by e-mail, our response cannot contain any personal policyholder information.
For enquiries about new or existing policies please telephone or write to us at our Head Office.