General
These terms and conditions (“Website Terms”) are the terms of use for this website and any other Brooks Macdonald Website (as defined below). Within them, we set out the terms on which you may use this or any other Brooks Macdonald Website as a registered user or as a guest. You should read these Website Terms carefully before proceeding to use this or any Brooks Macdonald Website.
Acceptance of these Website Terms
By clicking ‘Accept’ or otherwise accessing any Brooks Macdonald Website you indicate that you agree to abide by these Website Terms.
If you do not wish to accept these Website Terms, or you do not wish these Website Terms to apply to you, you should click ‘Decline’ or navigate away from this website and should not proceed any further into, or otherwise make use of, this website or any other Brooks Macdonald Website.
Incorporated Privacy Notice
Brooks Macdonald believes strongly in protecting individual user privacy and in providing notice of Brooks Macdonald's collection and use of data, including personally identifying information, collected by any Brooks Macdonald Website. Therefore, Brooks Macdonald has adopted a Privacy Notice that you should review in order to fully understand how we collect and use personal information. You can review the Privacy Notice.
About Brooks Macdonald Group plc
This website is owned and operated by the Brooks Macdonald Group plc (“Brooks Macdonald”, “us”, “we”).
Brooks Macdonald is registered in England (Company Number: 04402058) and is listed on the London Stock Exchange (“LSE”). It is the parent company of a number of other companies, some of which provide financial services that are regulated in the United Kingdom by the Financial Conduct Authority (“FCA”).
A complete list of the companies within our group, the trading names that they use, and their regulatory details is available here.
Website
“Brooks Macdonald Website” means www.brooksmacdonald.com or any other website owned and operated by us, or any company in our group, on which we host or make available these Website Terms.
Use of this website or any other Brooks Macdonald Websites
Access to and use of any Brooks Macdonald Website, when available, is granted on a temporary basis only. We reserve the right, at any time, without giving you notice or reason, to:
- withdraw or restrict access to any Brooks Macdonald Website;
- withdraw or change any services provided on or via any Brooks Macdonald Website;
- remove or amend any information or data provided on or via any Brooks Macdonald Website.
We will not accept any liability for any losses, damages or costs of any kind arising as a result of the use of or inability to use any Brooks Macdonald Website.
No Brooks Macdonald Website is intended to be accessed by any US Persons. (“US Person” means any person domiciled or ordinarily resident in any part of the United States of America or who might otherwise be considered a citizen of the United States of America). We do not grant any right of access to any US Person. By accessing or using this or any other Brooks Macdonald Website you warrant that you are not a US Person.
Access to certain areas of the Brooks Macdonald Website(s) may be restricted. From time to time we may decide to limit access to parts of our site(s), or the entire site(s), so that only users who have registered with us, or who have certain professional or other qualifications, can access them (or who satisfy certain specified criteria, as determined by us). If we provide you with a username and password to enable you to access any restricted area(s) of our site(s), or to access any other content or services provided by us, you must ensure that such username and password is kept confidential. You should notify us immediately if you become aware of any unauthorised use of any restricted area(s) of the Brooks Macdonald Website(s).
If you enter a usernameand password in order to access any part of this or any other Brooks Macdonald Website then, in so doing, you warrant and represent that you have a right to use such username and password and that you have a right to enter such details and to access such restricted areas of, or information or data through, the Brooks Macdonald Website and that you have not obtained any username and password dishonestly or fraudulently.
If you are required to confirm or provide any details or information about yourself before accessing any part of this, or any other Brooks Macdonald Website, then, in so doing, you warrant and represent that the relevant details and/or information is true and accurate.
You are responsible for making all arrangements necessary for you to have access to this or any other Brooks Macdonald Website. We do not make any representations or warranties as to the compatibility or accessibility of this or any other Brooks Macdonald Website with or through any computer system or device, software application, web browser or internet connection. If you authorise another person to access or use any Brooks Macdonald Website via your internet connection or equipment, you must ensure that such person is aware of and agrees with the foregoing limitations of our responsibilities.
Intellectual property
In these Website Terms, “Content” means any datum, information, text, image, illustration, photograph, sequence, animation, video, audio, logo, trademark (whether registered or unregistered), graphic or that might be published on or otherwise available to view, access or download from or via this or any other Brooks Macdonald Website.
Brooks Macdonald is the owner or licensee (as the case may be) of all copyright and intellectual property rights in this and any other Brooks Macdonald Websites and any Content. Such websites and their Content are protected by copyright laws and treaties around the world and all such rights are reserved.
You may print off one copy, and may download extracts, of any page(s) from this or any other Brooks Macdonald Website for your personal reference only, and you may draw the attention of others within your organisation to material posted on any Brooks Macdonald Website. You must not use any part of the Content on our site for commercial purposes without obtaining a licence to do so from us or our licensors. You must not modify the paper or digital copies of any materials you have printed off or downloaded in any way and you must not use any illustrations, photographs, video or audio sequences or any graphics separately from any accompanying text.
Our status (and that of any identified contributors) as the authors of material on Brooks Macdonald Websites must always be acknowledged and referenced.
If you print off, copy or download any part of this or any other Brooks Macdonald Website in breach of these terms of use, your right to use the sites will cease immediately and you must, at our option, return or destroy any copies of the materials you have made.
Trademarks
Brooks Macdonald or the relevant owner, retains all rights (including copyrights, trademarks, patents as well as any other intellectual property right) in relation to all information provided on or via this website or other Brooks Macdonald Websites (including all texts, graphics and logos). Furthermore, you may not use, copy, modify, licence, distribute, frame or utilise framing techniques to enclose any trademark, logo or other proprietary information of Brooks Macdonald (including the images found any Brooks Macdonald Website, the content of any text or the layout/design of any page or form contained on a page) without a licence agreement issued by Brooks Macdonald or,where appropriate, Brooks Macdonald's express written consent. Further, you may not use any meta tags or any other "hidden text" utilizing a Brooks Macdonald name, trademark, or product name without Brooks Macdonald's express written consent. Any unauthorised use of this Site will terminate the permission or license granted by these Website Terms and may violate applicable law including copyright laws, trademark laws, and communications regulations and statutes. Brooks Macdonald will pursue all violators the fullest extent of the law.
Reliance on information posted
Whilst every care is taken to ensure the accuracy of the information contained, the opinions, analysis and facts stated are based on information and sources which, while we believe them to be reliable, are not guaranteed. In particular, the materials are provided "as is" without any express or implied warranty of any kind and should not be relied upon as the sole source of reference in relation to the subject matter. No liability can be accepted by Brooks Macdonald, its subsidiaries, affiliates, directors, officers or employees for any loss to any person or entity acting or failing to act as a result of anything contained in or omitted from the content, or our conclusions as stated. Nothing on any Brooks Macdonald Website is intended to amount to advice on which reliance should be placed. In particular:
- nothing on any Brooks Macdonald Websites should be relied upon as financial advice or a personal recommendation;
- no data or information on any Brooks Macdonald Website should be relied upon, in isolation, as a basis for providing financial or investment advice or any personal recommendations; and
- no action should be taken as a result of anything read on any Brooks Macdonald Website without taking advice from an individual or firm authorised to provide such advice.
Our site changes regularly
We aim to update our websites regularly and may change the content of any of them at any time. If the need arises, we may suspend access to any or all Brooks Macdonald Websites or close any or all of them indefinitely. BMG makes no commitment to continue to update the Brooks Macdonald Websites.
Our liability
The Content displayed on this and any other Brooks Macdonald Website is provided without any guarantees, conditions or warranties as to its accuracy, fitness for purpose or otherwise. To the extent permitted by law, in no event shall Brooks Macdonald, its subsidiaries, affiliates, directors, officers or employees be liable for any direct, indirect, incidental, special or consequential damages including, without limitation:
- any indirect loss of profit;
- data;
- good will;
- loss of savings;
- loss of anticipated savings;
- loss of opportunity;
- damage to reputation; and
- for any other loss or damage of any kind howsoever arising, including by way of negligence (whether under contract or tort), willful default, misrepresentation (negligent or fraudulent) or fraud) arising out of the use of or inability to use the Brooks Macdonald Website(s), or any websites linked to them, and any materials posted on any such websites, even if foreseeable.
Furthermore, Brooks Macdonald do not warrant the accuracy or completeness of the information, text, graphics, links or other items contained within the Brooks Macdonald Websites and may make changes at will to any site(s), or to the products described therein, at any time without notice.
Nothing in these Website Terms shall affect our liability for:
- death or personal injury arising from our negligence;
- fraudulent misrepresentation or misrepresentation as to a fundamental matter; and
- any other liability which cannot be excluded or limited under any applicable law.
Information about you and your visits to our site
We process information about you in accordance with our Privacy Notice which can be reviewed here. By clicking ‘Accept’, or by using or accessing this or any other Brooks Macdonald Website, you consent to such processing and you warrant that all data provided by you is accurate. If you do not agree to our Privacy Notice you must click ‘Decline’ or otherwise navigate away from our website and must not attempt to access or use any Brooks Macdonald Website.
Use of cookies on our site
A 'cookie' is a small piece of information which a website places into your browser and can retrieve later. It cannot be read by any website other than that which placed the cookie nor does it contain information which could be used to identify you. We use cookies to facilitate use of our website and access across various pages. Some are temporary and remain in the cookie file of your browser until you leave the site. Others remain for up to 90 days, avoiding the need for you to re-enter certain information during that period.
By clicking ‘Accept’ or continuing to access this or any other Brooks Macdonald Website you consent to cookies being stored on your computer as a consequence of accessing that site. If you do not consent to cookies being stored on your computer you should click ‘Decline’ and should not access or use this or any other Brooks Macdonald Website.
Uploading material to our site
Whenever you make use of a feature that allows you to upload material to our website, or to make contact with other users of our website, you do so on the basis of the Acceptable Use Warranties set out below. Any such contribution must comply with the Acceptable Use Warranties and you indemnify us for any breach of those warranties.
The “Acceptable Use Warranties” that you give to us
If you upload any material to this or any other Brooks Macdonald Website or if you post any comment or picture or other material to any forum on this or any other Brooks Macdonald Website then on so doing you make the following warranties:
- that you have all rights and permissions necessary to upload or post such material;
- that in uploading or posting any material you do not infringe any copyright or intellectual property rights belonging to any other person nor cause Brooks Macdonald to infringe any copyright or intellectual property rights belonging to any person;
- that any comments or remarks you post and the content of any material you upload is not defamatory or libelous or likely to cause any person to make a claim against Brooks Macdonald;
- that any comments or remarks you post and the content of any material you upload does not contain foul language or malicious or hurtful comments and is not likely to cause any offence to any person;
- that any comments or remarks you post or material you upload is not confidential and does not breach any person’s confidentiality or privacy rights and you have a right to release such material into the public domain; and
- that no material you upload nor comment or material you post is likely to cause any person loss or damage or give rise to any claim by any person against Brooks Macdonald.
Any material you upload to any Brooks Macdonald Website will be considered non-confidential and non-proprietary, and we have the right to use, copy, distribute and disclose to third parties any such material for any purpose. We also have the right to disclose your identity to any third party who is claiming that any material posted or uploaded by you to our site constitutes a violation of their intellectual property rights, or of their right to privacy.
We will not be responsible, or liable to any third party, for the content or accuracy of any materials posted by you or any other user of any Brooks Macdonald Websites.
We have the right to remove any material or posting you make on any Brooks Macdonald Websites if, in our opinion, such material does not comply with our expected content standards or the Acceptable Use Warranties, above.
Viruses, hacking and other offences
You must not misuse any Brooks Macdonald Websites by knowingly introducing viruses, trojans, worms, logic bombs or other material which is malicious or technologically harmful. You must not attempt to gain unauthorised access to any Brooks Macdonald Websotes, the server on which any Brooks Macdonald Websites are stored or any server, computer or database connected to any Brooks Macdonald Websites. You must not attack any Brooks Macdoanald Websites via a denial-of-service attack or a distributed denial-of service attack.
By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them. In the event of such a breach, your right to use any Brooks Macdonald Websiteswill cease immediately.
We will not be liable for any loss or damage caused by a distributed denial-of-service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of any Brooks Macdonald Websites or to your downloading of any material posted on them, or on any websites linked to them.
Linking to our websites
You may link to the homepage of any Brooks Macdonald Website , only, provided you do so in a way that is fair and legal and does not damage our reputation or take advantage of it, but you must not establish a link in such a way as to suggest any form of association, approval or endorsement on our part where none exists, nor will you utilise any Brooks Macdonald logo to embed any link without a licence agreement.
You must not establish a link from any website that is not owned by you.
You must not frame any Brooks Macdonald Website on any other site, nor may you create a link to any part of any Brooks Macdonald Website other than its home page. We reserve the right to withdraw linking permission without notice. The website from which you are linking must comply in all respects with the Acceptable Use Warranties, set out above.
If you wish to make any use of material on any Brooks Macdonald Website other than that set out above, please address your request to [email protected].
Links from our site
Where any Brooks Macdonald Website contains links to other websites and resources provided by third parties, these links are provided for your information only. We have no control over the contents of those websites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them. Any reference to a third party link or website cannot be taken to imply any endorsement or validation by us of the content of the said website. Books Macdonald is not responsible for the privacy practices nor do we accept any liability in connection with the content of such websites.
Products
Important information
The value of investments, and the income from them, may go down as well as up and is not guaranteed – investors may get back less than they invest. Past performance is not a reliable indicator of future results. Tax treatment of investments depends on individual circumstances and may also change in the future. The information on this page does not constitute advice or a recommendation and investment decisions should not be made based upon it.
Brooks Macdonald does not provide tax advice and independent professional advice should be sought. Tax treatment depends on individual circumstances and may be subject to change in the future.
Social media
Our social media pages/channels (on websites including, without limitation, LinkedIn, Instagram, YouTube, Facebook, TikTok and Substack) (“Social Media Sites”) are a place for you to learn more about Brooks Macdonald and the companies in its group. Neither Brooks Macdonald nor any of its group of companies are responsible for third party content posted or appearing on Social Media Sites, including but not limited to content and links posted by users.
Brooks Macdonald does not control or endorse nor is it responsible for third party content and makes no representations regarding the accuracy of content, information, opinions, claims, or advice shared by Brooks Macdonald commentators.
Moderation
Brooks Macdonald does not condone or allow use of its social media community spaces for content not related to, or associated with, its group of companies or the services they provide. We reserve the right to remove postings that are (or that we assess to be:
Brooks Macdonald reserves the right to ban and block individuals who do not follow these basic rules of engagement. When visiting Brooks Macdonald’s social media pages/channels on these Social Media Sites you should also be aware and familiarise yourself with the site owner’s terms of service as posted on the Social Media Sites.
Availability
We will update and monitor our social media accounts during core operating office hours (Monday to Friday). Our Social Media Sites may occasionally be unavailable and we accept no responsibility for lack of service due to downtime.
Responding to messages
We welcome feedback and ideas and try to respond wherever possible. However, we are not able to reply individually to all the messages we receive through our social media accounts. Feedback, questions, key topics and trends are passed to the relevant people in Brooks Macdonald, in line with our data protection policy.
You can also contact us by email, phone or post.
Content on Social Media Sites
If you follow us on Social Media Sites, you can expect posts covering some or all of the following:
Reposting and sharing posts
We will re-post and share information on a case-by-case basis. If information is shared by Brooks Macdonald, this does not necessarily imply endorsement of that information or its source . It is Brooks Macdonald's policy not to link to the websites or to the work of commercial organisations unless there is a direct and relevant link to our work or to our everyday business activities.
Social Media Sites operated or utilised by Brooks Macdonald (or else Brooks Macdonald Websites) may, from time to time, include discussion forums and interactive areas, including bulletin board services. By using the forums or interactive areas of pages of Social Media Sites operated or utilised by Brooks Macdonald (or of any Brooks Macdonald Websites), you agree not to do any of the following:
Brooks Macdonald takes no responsibility and assumes no liability for any Content posted or uploaded by you or any third party, or for any mistakes, defamation, slander, libel, omissions, falsehoods, obscenity, pornography or profanity that you may encounter on Social Media Sites or on interactive areas within any Brooks Macdonald Sites. Brooks Macdonald is not liable for any statements, representations, or Content provided by users of Social Media Sites or by users of any interactive areas within any Brooks Macdonald Sites.
Enforcement
Brooks Macdonald has the right, but not the obligation, to monitor any activity and Content associated with its interactive areas. Brooks Macdonald may investigate any reported violation of its policies or complaints and take any appropriate action that it deems appropriate. Such action may include, but is not limited to, issuing warnings, suspension or termination of service, or removal of posted Content. Brooks Macdonald reserves the right and has absolute discretion, to remove, screen or edit any Content that violates these provisions or is otherwise objectionable. In order to cooperate with legitimate governmental requests, regulatory requests or court orders, to protect Brooks Macdonald's systems and clients, or to ensure the integrity and operation of Brooks Macdonald's business and systems, Brooks Macdonald may access and disclose any information it considers necessary or appropriate, including, without limitation, user profile information (i.e. name, email address, etc), IP addressing and traffic information, usage history, and posted Content.
Your responsibility for your conduct
You shall remain solely liable for the Content of any messages or other information you upload or transmit to any Brooks Macdonald Website or to any Social Media Site utilised by Brooks Macdonald, including the discussion forums or interactive areas of any such sites.
Variations
We may revise these Website Terms at any time by amending this page. You are expected to check this page from time to time to take notice of any changes we have made, because they are binding on you.
Jurisdiction and applicable law
The English courts will have exclusive jurisdiction over any claim arising from, or related to, visits to any Brooks Macdonald Websites except that Brooks Macdonald also retains the exclusive right to bring proceedings against you for breach of these Website Terms in your country of residence or any other relevant jurisdiction.
These Website Terms and any dispute or claim arising out of or in connection with them or their subject matter or formation (including non-contractual disputes or claims) shall be governed by and construed in accordance with the law of England and Wales.
Your concerns
If you have any concerns about material which appears on our site, please contact [email protected].
These Website Terms were last updated on: 1 October 2025.
Thank you for visiting our website.