Vulnerable client
Vulnerable customers are those who, due to various circumstances , are at increased risk of experiencing financial difficulties or may struggle to responsibly manage their Capital Markets Elite Group (UK) account. An example of a vulnerable customer can be an individual with a disability or mental health challenges, or an individual undergoing significant life events, such as the loss of a loved one or increased financial hardship.
Capital Markets Elite Group (UK) Limited is dedicated to assisting customers who may be dealing with challenging circumstances and ensuring they receive the support they need to manage their accounts effectively and responsibly
Reporting my vulnerability
Capital Markets Elite Group (UK) Limited recommends notifying us of any changes to your vulnerability status as soon as they occur, so we can update our records and ensure you receive the appropriate support and assistance.
If you think you may be affected by any factors of vulnerability, it’s important to notify Capital Markets Elite Group (UK) Limited. You can reach out to us by email at ukclientservices@cmelitegroup.co.uk
Confidentiality of reporting my vulnerability
We prioritize the privacy and confidentiality of our clients. For more information on how Capital Markets Elite Group (UK) Limited handles your personal data, please refer to our Data Protection Policy.
Client disclosure
Capital Markets Elite Group (UK) Limited recognizes that vulnerability is a condition, not a characteristic, and can manifest in unique ways for each individual. As such, we are dedicated to thoroughly assessing each customer’s circumstances, which may include monitoring account activity to evaluate its impact on the customer’s experience with us. It’s important to note that if we are unable to ensure fair treatment of vulnerable customers, we may choose not to establish or continue the relationship.
Helplines
Financial Advice:
Adviceline (England): 0800 144 8848
https://www.citizensadvice.org.uk
Gambling:
National Gambling Helpline: 0808 8020 133 or GamCare
https://www.gamblingtherapy.org/ or https://www.gamcare.org.uk/
Grief:
Grief line: 0808 164 4572 | https://www.sueryder.org
Mental Health Support:
Mind: 0300 123 3393
Debt Advice:
StepChange Debt charity: +44800 138 1111 | www.stepchange.org
