Managed Portfolios
Important information
This page carries the fuller regulatory information about the professionally managed portfolios recommended by Synergy Markets, including BlackRock’s prescribed wording. It is controlled information; nothing here is a recommendation.
Investments can fall as well as rise.
Where suitable, Synergy Markets may recommend a managed portfolio solution. Discretionary investment management of the model portfolios is provided by BlackRock Investment Management (UK) Limited, a separately regulated discretionary investment manager, under its own regulatory responsibility and its own terms. Investments are held and administered on the Transact platform, operated by Integrated Financial Arrangements Ltd, itself separately regulated. You do not contract with BlackRock directly, and BlackRock does not provide advice to you. Synergy Markets provides the advice and remains your adviser and relationship manager; it does not manage or hold client assets. A managed portfolio solution is recommended only where it is suitable. Investments can fall as well as rise.
Synergy Markets is your investment adviser for this service. In the BlackRock wording below, ‘your financial adviser’ means Synergy Markets Limited.
Any advice with respect to investment in the model portfolios and the suitability of the investment objectives of the model portfolios for you is provided only by your financial adviser, BlackRock does not provide any investment advice to you and has not considered the suitability of the model portfolios against your individual needs, objectives or risk tolerances. BlackRock’s role as discretionary investment manager is to rebalance the Transact - BlackRock MPS models in line with their investment objectives and restrictions. The execution and settlement of trades to implement the model portfolios in the relevant portfolios of investors is solely carried out by Transact.
BlackRock® is a registered trademark of BlackRock, Inc. and its affiliates (“BlackRock”) is used under license. BlackRock is not affiliated with your financial adviser and makes no representations or warranties regarding the advisability of you investing in any product or service offered by Transact or managed and provided by any financial adviser. BlackRock has no obligation or liability in connection with the operation, marketing, trading or sale of such product or service.