Glossary
At Castlefield we try hard to dispel as much jargon and as many acronyms as possible.
We've put together a handy glossary with a guide to some of the most commonly used investment and financial industry terms.
Terms & Conditions
This section includes our Terms & Conditions, along with the associated documents.
We’ve made some updates to our Terms and Conditions
1. Section A - Paying for our Services. We’ve clarified the steps we may take when collecting overdue fees
2. Section D - Research. We’ve updated details of how we gather information from you on the risk profiling assessment and overall investment values.
3. Appendix 2 - Fees. We’ve included details of charges that would apply to Charity Clients who opt for a Diversified liquidity strategy.
Regulatory Information
Please see our Regulatory Disclosures.
Useful Information
This section include a range of useful links and other policies including our Website Terms & Conditions, Cookie Policy, Privacy Notice along with useful alerts and additional help and support.
Looking for a report or guide?
Visit our document library for a variety of brochures, reports, guides and other publications.
Nearly there...
It looks like you've landed on one of our pages without choosing your user profile. Please select one of the options below to continue.