Custodian Terms and Conditions
Here at Rosecut, we have a business relationship with three custodians; Credo Wealth, LGT Bank Ltd. and WealthKernel Ltd. All of these are established institutions in the financial services industry. To determine which is suitable for you, this will be guided by your individual circumstances and financial profile depending on the financial planning session you undertake with us.
Please find below the key Terms and Conditions of each custodian for reference purposes only. Please contact us if you have any questions.
Credo Wealth ("Credo")
Credo Terms and Conditions (Terms of Business)
This document is an explanation of the relationship between our custodian Credo and you as a customer. You have a relationship with Credo because you have an account with us at Rosecut.
You can read more about the Legal & Compliance infrastructure of our custodian Credo via their website here.
LGT Bank Ltd. ("LGT")
LGT Terms and Conditions to the Banking Relationship - FL 5100
This document is an explanation of the relationship between our offshore custodian LGT and you as a customer. You have a relationship with LGT because you have an account with us at Rosecut.
WealthKernel Ltd. ("WealthKernel")
WealthKernel Ltd. Retail Client Terms and Conditions - Schedule 1
This Schedule is an explanation of the relationship between our custodian WealthKernel and you as a customer. You have a relationship with WealthKernel because you have an account with us at Rosecut.
WealthKernel Ltd. Stocks & Shares ISA Terms and Conditions - Schedule 2
This Schedule applies in addition to the rest of WealthKernel Retail Client Terms and Conditions if you hold or are considering holding a stocks and shares ISA with us. If there is a conflict between this Schedule and the rest of the terms, this Schedule will take priority.
Please note that WealthKernel will be the ISA Manager and be entirely responsible for the provision of ISA manager services.
WealthKernel Ltd. SIPP Terms and Conditions of the WealthKernel SIPP
These are the standard Terms that apply to your membership of the Scheme and your SIPP with our custodian WealthKernel.
These Terms apply in addition to the standard Retail Client Terms and Conditions, which are the standard terms and conditions for investing with WealthKernel.