Help & FAQs

What happens if I fail the Appropriateness Assessment?

A message will be displayed advising you that we have been unable to determine that you have the necessary knowledge and experience to trade in complex instruments. Please contact our Customer Experience Centre if you wish to acknowledge the warning and continue with the trade at your own risk if you deem this the correct course of action. Alternatively, you can choose not to continue with the trade, in which case the Appropriateness Assessment will have to be undertaken at your next attempt to purchase a complex instrument.

Submitted on 21st Aug 2018

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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