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Citi Quilter
- updated:
March 25, 2009
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Your Relationship With Arch
The Citi Quilter investment management service is designed to compliment our work. When clients use Citi Quilter we maintain control of the overall financial strategy while Citi Quilter provide expert discretionary management of the client’s portfolio.
Citi Quilter does not operate as an independent financial adviser (IFA).
Where client meetings are held by Citi Quilter we would normally also be present. At any time both we and our clients can check their portfolio through a secure, password protected website. This provides daily updated valuations and transaction records which can be downloaded in a format compatible with Microsoft Excel and other programmes.
Please note that this information does not constitute personal advice and should not be treated as a substitute for specific advice based on your circumstances. If you are in any doubt as to whether the services of Citi Quilter would be suitable for you, then you should discuss the matter with a suitably qualified independent financial adviser such as ourselves. |
For personal advice
If you would like to discuss whether the services of Citi Quilter would be suitable for you please ask your usual Arch adviser or contact us via one of the following
Tel: 0845 3700 661
or 01483 204600 (if local)
Email:enquiries@arch-fp.co.uk
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AUTHORISED AND REGULATED BY THE FINANCIAL SERVICES AUTHORITY
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