Complaints Policy.

 

Complaints by private investors

 

How do I make a complaint?

We recommend you put your complaint in writing. But please get in touch with us by whatever method suits you best – post, phone or email.

Please address your correspondence to:

 

The Compliance Officer

Blue Whale Capital LLP

22-23 Old Burlington Street

London W1S 2JJ

United Kingdom

 

Tel: 020 7734 2562

 

Email: info@bluewhale.co.uk

There are risks associated with sending confidential information by email – so please be aware that, if you contact us in this way, we will assume that you accept those risks and are happy for us to respond by email.

 

Who will deal with my complaint?

Your complaint will be handled by our Compliance Officer. If you are not satisfied with his response, the Financial Ombudsman Service may be able to help.

 

How will my complaint be handled?

We will try to resolve your complaint as quickly as we can, preferably within 24 hours. At the latest, we will acknowledge it within five working days.

Our aim is to put things right with our first response. Sometimes, though, a longer investigation is needed. In these cases, we try to complete our review within four weeks. If that is not possible, we will explain why – and let you know when you can expect to hear from us again.  We hope you will be satisfied with our response. If we do not hear from you within eight weeks, we will treat your complaint as settled and close our files. Should you tell us later that you are still unhappy, we will review it again.

 

The Ombudsman

You may have the right to take your complaint to the Financial Ombudsman Service and if eligible this will be free of charge. There are time limits for referring your complaint to the Ombudsman.  Please visit : Financial Ombudsman Service for further information.

 


Complaints by professional clients/institutional investors

 

How do I make a complaint?

We recommend you put your complaint in writing. However, please get in touch with us by whatever method suits you best – post, phone or email.

Please address your correspondence to:

 

Blue Whale Capital LLP

22-23 Old Burlington Street

London W1S 2JJ

United Kingdom

 

Tel: 020 7734 2562

 

Email: info@bluewhale.co.uk

There are risks associated with sending confidential information by email – so please be aware that, if you contact us in this way, we will assume that you accept those risks and are happy for us to respond by email.

 

Who will deal with my complaint?

Your complaint will be handled by our Compliance Officer. If you are not satisfied with his response, you may ask to be referred to our Chief Executive Officer.  If you remain dissatisfied, the Financial Ombudsman Service may be able to help. You will find information about the Ombudsman below. 

 

How will my complaint be handled?

We will try to resolve your complaint as quickly as we can, preferably within five working days. At the latest, we will acknowledge it within 24 hours of receipt. 

Our aim is to address your concerns in our initial response. Sometimes, however, a longer investigation is required. In these cases, we will keep you informed of our progress and let you know when you should expect any matters to be resolved.  We hope that you will be satisfied with our response. If we do not hear from you within eight weeks, we will treat your complaint as settled and close our files. Should you subsequently inform us that you are still unhappy, we will review your complaint again.

 

The Ombudsman

 Subject to meeting certain criteria you have the right to refer your complaint to the Financial Ombudsman Service free of charge. You can refer your complaint to the Ombudsman if you are:

  • a micro enterprise which employs fewer than 10 people and has a turnover or annual balance sheet that does not exceed €2m; or
  • a charity which has an annual income of less than £1m; or
  • a trustee of a trust which has a net asset value of less than £1 million

 There are time limits for referring your complaint to the Ombudsman.  Please visit: Financial Ombudsman Service for further information.

 

 

 

 

 

 

Sign Up Today.

By providing your details you agree to be contacted by us with occasional e-newsletters containing insights, updates and the latest Factsheet. All emails include an unsubscribe link and you may opt-out at any time. Check our Privacy Policy for information on how we protect and manage your data.

Follow Us.