Our services

Research

We provide via our website willisowen.co.uk information on investments and various markets, performance, market commentaries and featured Funds. We may also provide research tools to enable customers to review Funds, evaluate Asset Allocation and assess performance. This information is supplied to assist you. No information supplied here is to be viewed as investment advice.

Where commentary is supplied by Willis Owen it represents the view of the author at the time it is given. This view may change without updating the views on our site. You must not rely solely on any commentary provided by us, and these views do not represent personal advice to you. Where applicable you should read any relevant Simplified Prospectus and Key Facts documents pertaining to your investments. We are not liable for any losses you may suffer from our research commentary.

: review/: play/: explore (the services)

In order to register for certain services you will need to provide your email address. If you do not hold an email address or you share it with another person, please contact our Customer Service Team.

Your email address will be used by Willis Owen purely for the following purposes:

  1. Registration and password reminder
  2. Logging into the service (where used as the username)
  3. Communications concerning the operation of the service
  4. Contacting you about your existing investments
  5. Contacting you for marketing purposes (for example: emails regarding products and services which may be of interest to you, regular newsletters and other communications to maintain our existing relationship).

Willis Owen will not pass on your email address to any third parties, unless legally required to do so. If you would prefer not to be contacted you may withdraw your consent by emailing enquiries@willisowen.co.uk . Willis Owen Limited will use other information you supply for the administration and servicing of your investments and all other related activities.

Once you have accepted the Terms and Conditions of this agreement, you will be entitled to access the content made available to you in accordance with this agreement.

Willis Owen will use reasonable endeavours to make the services available for access at all times. Access to the website may, however, be suspended from time to time for maintenance and development work.

Willis Owen does not currently make a charge for accessing : review,: play and : explore (the services) but reserve the right to do so in the future. If Willis Owen does decide to charge for the service we will give you at least 30 days’ notice. If you decide not to continue with the service from this point there will be no charge, however access could be denied.

Once you have registered for the service(s) and accepted the Terms and Conditions of this agreement you will become an authorised user and will be able to use your security details to access the site.

You must keep your security details secret and take all reasonable precautions to prevent unauthorised use of them.

You must not disclose your security details to any other person or record your security details in any way that may result in them becoming known to another person.

If you suspect someone knows your security details you should contact us immediately on 0800 597 2525 (calls may be recorded for monitoring purposes).

Willis Owen use reasonable skill and care in selecting and providing secure access to the content. Due to the inherent nature of the internet, however, and the number of sources from which Willis Owen obtains the content, Willis Owen does not give any warranties, express or implied, or make any representations as to the accuracy, adequacy or ability to access, or any delay in access, security of access, suitability or security of use of any content.

Willis Owen does not accept any responsibility and will not be liable for any failure in the operation of the service, which arises as a result of any error in data transmission, or machine, or software malfunction, or from your operating error (other than any such failure arising as a result of Willis Owen negligence).

If you nominate an alternative adviser or intermediary, access to the service will be terminated immediately.

You may terminate your right to use the service by emailing enquiries@willisowen.co.uk or in writing to Willis Owen Limited at our administration address: PO Box 766, Borehamwood, WD6 9JS. Upon receipt, your instruction will be processed without undue delay.

We may, where we consider it appropriate for you or your protection, suspend, withdraw or restrict the use of the service, or any part of it. We will tell you as soon as practicable if we take such action.

: review

By using the service, you are deemed to accept this agreement, as a binding contract between you and Willis Owen Limited, regarding your access to, and your use of the service.

: review is provided for the sole purpose of improving your access to our Fund Research facilities in the context of your Active Funds as far as we are aware.

There is no additional charge for the use of : review but you do have to log in to use the service. Only you can see your Fund information.

The Funds within your investments will be valued on a daily basis from a unit price perspective. Some providers, such as Aegon and the Willis Owen Platform will also provide updated unit numbers and Fund make-up. The remainder of your investments will be updated on a monthly basis and we will use our best endeavours to ensure that you are provided with an accurate reflection of your holdings.

: play

By using the service, you are deemed to accept this agreement, as a binding contract between you and Willis Owen Limited, regarding your access to, and your use of the service. Participants are held to the
: play Usage Terms and Conditions as well as our posted content Terms and Conditions.

The Willis Owen : play IS FOR ENTERTAINMENT AND EDUCATIONAL PURPOSES ONLY. While this simulation may replicate some of Willis Owen’s trading functions, they are not an exact duplication and should not be confused with our trading tools or platform.

Investing should be considered a medium to long-term commitment. Although the : play virtual portfolios can be seen, and are measured daily, a real life portfolio requires time (normally 5-10yrs), as over short periods, markets can be more volatile and result in a wide range of positive and negative returns. The longer you stay invested, the greater the probability that your investment will generate a positive return.

Anyone accessing the site agrees to abide by this agreement and by the rules of any contest in which Willis Owen may arrange and you participate in.

All decisions by Willis Owen in determining winners or creating awards and all other aspects of any contest are made by Willis Owen in its sole discretion and are final and not subject to appeals. Willis Owen may discontinue a contest at anytime in its sole discretion without liability or obligation to you.

: play does not offer, solicit or arrange the sale or purchase of investments. : play and its challenges are part of an investing simulation service. No actual investments are purchased, sold or traded as part of this simulation. All information is provided for entertainment and educational purposes.

There is no additional charge for the use of : play but you do have to log in to use the service.

The Funds within your investments will be valued on a daily basis from a unit price perspective. We capture usage information for the site so we can improve our offering and service to consumers and focus our resources accordingly.

In order to register for the service you will need to provide your email address.

We may, where we consider it appropriate for you or your protection, suspend, withdraw or restrict the use of the service, or any part of it. We will tell you as soon as practicable if we take such action.

In agreeing to these Terms and Conditions, you will also be agreeing to any current or future : play competitions terms.

: explore

We will use reasonable endeavours to make the service available for access at all times. Access to the website may, however, be suspended from time to time for maintenance and development work.

Willis Owen does not accept any responsibility and will not be liable for any failure in the operation of the service, which arises as a result of any error in data transmission, or machine, or software malfunction, or from your operating error (other than any such failure arising as a result of Willis Owen negligence), either by us or our third party Financial Express (FE).