No Platform Fees

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The Fund Management Centre is Link Fund Solutions' platform which enables investors to buy and sell shares in the LF Blue Whale Growth Fund online.

Submitting this form will redirect you to the Fund Management Centre to register and complete your order.

No Platform Fees

Most investment platforms levy an administration charge for holding your funds, which is based on a percentage of your investment or a flat fee. Some platforms also impose a fund dealing charge which you pay when you buy or sell shares in a fund.

By investing in the LF Blue Whale Growth Fund directly through Link Fund Solutions there are no platform fees or fund dealing charges to pay.

INVEST NOWNo Platform Fees

Complaints Policy.

 

Complaints procedure

 

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

21-22 Grosvenor Street

London W1K 4QJ

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.

In exceptional circumstances where a complaint is particularly complex it may take over 40 business days to resolve. If a complaint isn’t resolved by business day 40 we’ll email/write to you requesting more time and explaining why we’re not able to provide a response.

We’ll also advise you of your right to refer your complaint to the Financial Ombudsman immediately if you’re unhappy we’re still not in a position to reply. We will also advise you of the time limit of six months by which you have to refer your complaint to the Financial Ombudsman from the date of our response.

We hope you will be satisfied with our response. Should you tell us later that you are still unhappy, we will review it again.

 

The Ombudsman

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

  • an individual; or
  • 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 £6.5m; or
  • a trustee of a trust which has a net asset value of less than £5m

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