IFA Exeter
Financial Blog   Investor Access
 
Home »  
 
Invest Pensions
 

Investor Account Protection
Product and Service Fact Sheet

The protection of investor assets held by Pershing is an integral part of our service. In the unlikely event that either Pershing or Raymond James is unable to meet their financial obligations, clients would benefit from extensive account protection for the net equity value of the securities positions and cash held in their accounts. Pershing adheres to industry regulations, implements strict risk and information management policies, and has Business Continuity provisions and additional insurance policies in place to protect the integrity of investors' assets.

Pershing Investor Account Protection Fact Sheet PDF >
 
Invest Together
 
 
For your future
For income
In Retirement
For long term care
For estate planning
Investment proposition
Home
About us
News
Videos
Contact us
Financial Advisor Exeter
Independent Financial Advisor Exeter Independent Financial Advisor Exeter
Contact our offices for investment advice and planning
 
 
Exeter Offices | Tel: 01404 598 373
Briar House, Clyst Honiton, Exeter, Devon, EX5 2LZ
Cheltenham Offices | Tel: 01242 807 455
6 Bath Mews, Bath Parade, Cheltenham, GL53 7HL
Colyton Offices | Tel: 01297578460 
The Mews, Queens Street, Colyton, Devon, EX24 6JU
Exmouth Offices | Tel: 01395 542 551 
32 Rolle Street, Exmouth, Devon EX8 2SH
 
 
 

Raymond James Investment Services Limited is a member of the London Stock Exchange and
is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 3779657. Registered office: Broadwalk House 5 Appold Street London EC2A2AG. | RAYMOND JAMES is a registered trademark of Raymond James Financial, Inc. | Legal Disclosures
 
Devon Web Design | Web marketing & Design