VCG - Brochure




A SIMPLE & PERSONAL APPROACH TO INVESTING

RISK WARNING Vertex Capital Group is a trading name of Vinco Wealth Management (FRN: 770606) who is authorised and regulated by the Financial Conduct Authority (FRN:). Vertex Capital Group uses FCA regulated custodian brokers to hold client funds and we never hold client money. If your chosen product is CFD's, please note that trading Contracts for Differences (CFDs), Futures and Spread Betting carries a high level of risk to your capital, and is not suitable for all investors. Losses can exceed deposits. Only speculate with money you can afford to lose. Trading or placing any bets can result in consumers incurring liabilities in excess of their initial deposit. Please ensure you fully understand the risks, and seek independent advice if necessary. Vertex Capital Group: registered Office: 150 Fenchurch Street, 3rd floor, London, EC3M 6BB. Past performance is not a reliable indicator of future results. Please be aware that Vinco Wealth Management Ltd is not a legal or tax adviser and therefore are not able to provide you with legal or tax advice. The value of any tax benefits will depend on your tax position.

OFFERING A TRADITIONAL SERVICE TO THE DISCERNING PRIVATE & INSTITUTIONALINVESTOR.We recognise that despite all the benefits of online Whether you are an experienced investor or looking totrading technology, we believe there is still a strong invest for the first time, our team of highly qualifieddemand for a comprehensive advisory service. experts aim to help you achieve the income and capital growth that your portfolio deserves.We are able to trade and advise on asset classes, acrossglobal markets to help maximise investment Our service provides ongoing portfolio monitoring asopportunities. well as suggestions for new trading opportunities. Guidance covers a range of investments acrossInitially, we will work with you to understand your international markets and we endeavour to provide ainvestment objectives and attitude to risk. Our advice genuine personal service.will then be tailored to your individual needs, takinginto account your personal circumstances and In addition to our investment management andinvestment experience. advisory services, we also offer an execution-only online platform for investors who are comfortableWe strive to create long term relationships with our making their own decisions.clients, based on trust and integrity. You can benefitfrom our market knowledge, investment expertise andclear communication.





PRODUCTSShares Trade listed Shares Exchange Traded Funds Investment TrustsBonds UK Gilts / Sovereign Bonds / Corporate BondsCFDsFutures Trade Long & Short Whilst Magnifying Gains/LossesOptions No Stamp Duty Hedge Portfolios / Speculative TradingForex Sophisticated Risk Management Position Hedging StrategiesETFs High Risk / Reward Speculation Portfolio Income Enhancing PotentialSIPPs (we do not arrange or Indices, Single Stock & Covered Warrants Hedging Exposureadvise on transfer of SIPP’s) Leverage Trading Excellent LiquidityISAs Invest in Index Based Investments Tax Efficient - Exempt from Stamp Duty Lower costs compared to Unit Trusts Flexibility & control of your Pension Investment Accounts available with reputable UK SIPP providers Transfer existing Cash ISAs into a Stocks & Shares ISA Transfer existing Stocks & Shares ISAs Tax efficient – No CGT and no further Income Tax





WHY INVEST WITH VERTEX CAPITAL GROUPAs a client of Vertex Capital Group we endeavour to provide a truly professional and personal service.We are regulated by the Financial Conduct Authority and our highly experienced stockbrokers all hold the required regulatory qualifications. They willbe able to advise you on most asset classes on most exchanges.Our investment advice will be tailored to your risk profile.The main benefits of our service are:• Traditional personal services• Advice on which shares to buy and when to sell• Investment accounts of various types• Direct pricing from the London Stock Exchange• View your portfolio online• Risk management with stop losses and limits• Investment accounts in GBP, EUR, USD & more





SECURITY OF INVESTMENTSAt Vertex Capital Group the safety and The custodians are required to hold client money We hope this information has addressedsecurity of client funds is of the utmost in trust in one or more segregated bank accounts any concerns that you may have had aboutimportance. We appreciate that in the with the clients as beneficiaries. This protection the security of your investments but if youcurrent financial and economic climate, means that client funds are held separately from have any further questions, please contactinvestors may have some questions the custodian’s own money and cannot be used in us on 0203 1500 229.regarding the security of their investments the course of its day-to-day business operations.within stockbroking firms. Vertex CapitalGroup is a trading name of Vinco Wealth In the extremely unlikely event of a default byManagement Ltd which is authorised and Vertex Capital Group, clients will have directregulated by the Financial Conduct access to their funds at the custodians.Authority (FCA), registration number770606. The FCA is the UK’s financial In addition to these regulations, protection isservices regulator and it enforces strict rules provided by the Financial Servicesto make sure that client money is protected. Compensation Scheme (FSCS). The FSCS is the UK’s statutory fund of protection for customersThe security of client money and assets is at of UK authorised financial services firms.the heart of the UK regulations. Vertex Currently, the protection cover sup to £50,000.Capital Group does not hold client money orassets. Instead, we use custodians who are Vertex Capital Group uses the services of variousclosely regulated to best ensure client reputable custodians depending on yourmoney is protected. investment account.

T&C’SOur legal documentation can be found on our website www.vertexcapital.groupThis includes the following:• Safety of funds• Terms of business• Execution policy• Conflicts policy• Pillar 3 disclosureThese provide clarity on how we conduct ourselves in business and outline important safety measures regarding the protection of your deposits. As anauthorised and regulated entity, it is imperative that we conform to the rules and regulations of our regulator, the Financial Conduct Authority (FCA).This aims to give you peace of mind that we are conducting ourselves with the utmost professionalism.

COME AND SEE USVisit usVertex Capital Group150 Fenchurch Street3rd FloorLondonEC3M 6BBEmail [email protected] us+44 203We operate a walk-in policy at Vertex Capital Group meaning you are free to come in and see us whenever you wish. If you are looking to meet aparticular member of staff, please contact ahead to arrange an appointment.If you have any further questions or would like assistance with application forms, please contact us at [email protected] or +44 203



Vertex Capital Group is a trading name of Vinco Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority (FCA), registration number 770606