Client Testimonial

"The move to Capita has been a considerable success and the transition was professionally managed and completed on time. The relationship is working well with regular reviews and meetings."

Jeff Richards
Director, Investments
Canada Life

Our Clients

We operate funds in partnership with a broad range of organisations including:

Stockbrokers
Private Client Investment Managers
Investment Banks
Boutique Investment Houses
Private Banks
Unit Trust Managers
Investment Trust Managers

Treating Customers Fairly

Capita Financial Services is committed to promoting a positive compliance culture and to embedding the principal of Treating Customers Fairly (TCF).

TCF is a regulatory requirement of the Financial Services Authority (FSA) and is one of the current key areas the FSA are focusing on.

Capita Financial Services has initiatives in place to ensure all staff understand the concept and that the principles are embedded into the everyday working culture.

Capita Financial Group is a trading name of Capita Financial Group Limited ("CFG"), registered in England Number 3669630, registered office 17 Rochester Row, London, SW1P 1QT.

Full FSA regulatory information and registered details for CFG, its affiliates, subsidiaries and associated companies, is available within the Legal Statement.