Trade Shares Online

Trading stocks online with Agincourt Financial is simple and convenient with 14000 equities from over 29 of the world’s major stock exchanges accessible through our trading platforms. Investors can trade stocks online in the UK and US markets to exchanges in Europe, Asia and Australia directly from a single account. You can also trade Contracts for Difference (CFDs) from the same account, which are much like trading stocks on leverage, with the added ability of short selling. (Please see our Risk Warning Notice provided on this site). Please download, print and complete the PDF on the right hand side. Then send to info@www.agincourtfinancial.com

Trade Execution and Dealing Prices

Trading online or by phone with Agincourt Financial* is fast and efficient. You can deal at real exchange prices and can work market, limit, stop loss and other contingent orders.

Trade Research and Signals

Benefit from Agincourt Financial's market leading daily Morning Brief, share trading signals, techncial analysis (available on request) and strategy advice (Advisory accounts). You can also access advance charting, technical analysis tools and market news online.

Custody Accounts

By setting up a custody account your shares will be held securely on your be held securely on your behalf by Saxobank or another custodian that we agree with you. You can access statements for each custody account on a daily basis.

Using Stock Positions as Collateral

Through our preferred provider, Saxo Bank, you can reuse up to 75 % of your stock investments as collateral for margin-based trading. For example, if a trader has stocks with a market value of £10,000, up to £7,500 may be re-used as a collateral for trading Forex or CFDs. The re-use of collateral depends on the risk rating of the stock.

Trade Shares in Your SIPP (Self Invested Personal Pension)

You can trade shares in your SIPP with Agincourt Financial. There are over 20 SIPP trustees who already have relationships in place with our primary custodian. Please contact us and we will talk you through the process of setting up a share trading account (with access to CFDs,Forex and ETFs) within your SIPP.

Commission Charges and Other Costs

Our commission charges are determined by the type of account that you require (execution- only or advisory), the exchanges that you wish to trade on and your general level of trading activity.

Please contact us on: +44 (0) 845 504 9745 or +44 (0) 1277 655118 for further information.
Our custodian(s) may charge you a fee for the provided custody services, the registration of Securities in custody and any associated services. This may be offset against transaction commissions you pay depending on your level of trading activity.

Institutional Clients

Agincourt Financial has agency agreements with Societe Generale and Global Prime Partners and can provide institutional clients access to all major exchanges at competitive commission rates.Please contact us on +44 (0) 845 504 9745 or email info@www.agincourtfinancial.com
*during UK market hours

Agency Broking

For institional, eligible counterparties, Agincourt provides efficent access to the full range of global stock exchanges. Acting as agent, Agincourt can arrange safe custody of funds, give up agreements, highly competitive transaction charges, dynamic reporting, Fidessa front end execution and price discovery.We have well established relationships with Societe Generale and Global Prime Partners.You can also benefit from our respected technical analysis bulletins, systematic equity trade signals (which we can part or fully automate on your behalf) and comprehensive morning market brief report.Through our unique arrangement with the award winning analysis firm, Futures Techs, our clients can also subscribe to this service on advantageous terms.To explore our agency services further or if you are a broker or brokerage unit considering transporting your existing relationships and acheiving much greater autonomy, please contact Richard on +44 (0) 845 504 9745/7 or r.c@agincourtfinancial.com

Discretionary

Authorise our experienced traders to operate your account (or sub-account) on your behalf. Subject to completion of our application and approval, we will first agree in writing with you the investment parameters before we start trading, including the type of instruments, expected maximum risk per trade and overall capital loss tolerance on your account (loss limits not guaranteed).

Apply for discretionary account

Advisory

Authorise our experienced traders to operate your account (or sub-account) on your behalf. Subject to completion of our application and approval, we will first agree in writing with you the investment parameters before we start trading, including the type of instruments, expected maximum risk per trade and overall capital loss tolerance on your account (loss limits not guaranteed).

Apply for advisory account

Options

TRADE EXCHANGE-TRADED OPTIONS, CFDS AND SPREADBETS AT REAL MARKET PRICES.
DISCOVER HOW TO USE OPTIONS TO COMPLEMENT YOUR EXISTING PORTFOLIO.
UNDERSTAND LIMITED-RISK OPTION STRATEGIES AND HOW TO TRADE VOLATILITY.
FOR FURTHER INFORMATION PLEASE CONTACT: r.c@agincourtfinancial.com

CFDS AND SIPPS

Open your SIPP to the versatility of CFDs on global financial markets.Trade long and short, gain greater exposure through leverage*, hedge share and currency positions or implement new investment strategies.

More About SIPPs

A SIPP is a Self Invested Personal Pension and allows you greater freedom in managing your personal pension. The scope of instruments and investments that may now be included in a SIPP is extensive and includes the trading of CFDs and FX. The range of permitted investments is determined by HMRC - although some SIPP providers may impose their own restrictions.

The following list of Trustees have authorised the trading of CFDs in their SIPPs:

SIPP PROVIDER LIST

Other SIPP providers may also permit you to trade these instruments - why not ask your SIPP Trustee or Independent Financial Adviser.

How Does It Work?

If you already have a SIPP you will need to open up a SIPP- compatible CFD trading account through Agincourt Financial. This will need to be signed by both the SIPP Trustee and you the Beneficiary. Once the account is set up you will need to arrange for money from your SIPP to be transferred to fund the account. The account is set up in the name of the SIPP Trustee and Beneficiary.

Open Account

We have helped hundreds of clients with this process and will assist you throughout the process and liaise with your Trustee or IFA as much or as little as you would like.

What If My Current SIPP Provider Will Not Let Me Trade CFDs or FX?

Your SIPP provider is completely within it's rights not to permit trading in certain investment types, even if HMRC does. If you decide that you still wish to proceed then you may consider establishing a second SIPP for the purpose, although you should consider the additional costs of doing so and be sure of any combined tax implications. We suggest you talk to your IFA.

Trading

The account works the same as a normal CFD account, with online or telephone access to thousands of different shares, ETFs, stock indices, metals, interest rates and currency pairs. You may also trade physical shares through the same account, or transfer shares you hold from your SIPP to act as margin collateral (rules apply).You will receive all of Agincourt Financial's market leading research, analysis, morning brief and trade signals as you require.You can also nominate Agincourt Financial to manage part or all of your chosen allocation from your SIPP on your behalf or establish an advisory service with us.

Advisory and Discretionary Account Opening

Risk

Before deciding to open a CFD or FX account for your SIPP you should first consider the risk of loss in trading these instruments. Agincourt Financial is licenced to arrange SIPPs but does not act as a SIPP adviser, financial planner or IFA. You should only consider allocating a minority of your SIPP into the trading of these instruments and should read our Risk Warning Notice that you can download from this website.
* Availability of leverage is typically less than available with a standard individual account and could be limited by your SIPP Trustee

Discretionary

Authorise our experienced traders to operate your account (or sub-account) on your behalf.Subject to completion of our application and approval, we will first agree in writing with you the investment parameters before we start trading, including the type of instruments, expected maximum risk per trade and overall capital loss tolerance on your account (loss limits not guaranteed).
Apply for discretionary account

Advisory

All the features and benefits of CFD Trader and L2 with Agincourt’s trade suggestions, research, risk and money management guidance.Our experienced team can also general provide strategy advice, how to use options, summary of directors dealings in UK equities, scheduled corporate results, key news and UK, US, Asian and European corporate and macro data releases.If you are new to CFDs or just prefer a more hands on approach from your broker then you may wish to opt for our advisory account.
Apply for advisory account

Execution

Ultra-fast, browser based execution platform allows you to place trades instantly- or work orders at your preferred levels.Place market or limit orders, stop loss and stop entry orders or trailing stops. Work orders good for the day only or good till cancelled (GTC). Execute your trades through our robust online platform, CFD Trader, or on your mobile or iPad through the CFD Trader app. Or phone your orders in through the dealing desk.

Trade thousands of global instruments on the same platform including equities, bonds, ETFs, currencies, metals, soft commodities and indices.L2 Dealer, our downloadable app, allows you to trade directly in all major UK, US and US equity markets with level 2 pricing data.You can download L2 Dealer on your PC and any trades you place will be linked to your CFD Trader account.
Apply for execution account

FOREX

Forex (Foreign Exchange) trading has become increasingly popular over recent years and is now one of the largest and most liquid markets in the world. By predicting that one currency will either rise or fall in value against another currency, you effectively purchase one currency while simultaneously selling another.This proves popular with many investors due to the availability of leverage (or gearing) when trading with a 'margin' account.Even relatively small adjustments in the exchange rate between two currencies can have a material effect on profits (or losses) for the forex trader.It is therefore important to understand the risks involved and to consider carefully the degree of leverage taken. We always suggest working with a 'stop loss' to limit potential losses to your account, as currency 'pairs' can sometimes move rapidly and significantly both for or against you.

Please see one of our forex examples

Trading forex with Agincourt Financial

Agincourt caters for the full spectrum of forex traders in today's competitive market place. Our ethos is to offer our clients true integrity of dealing prices and order handling - regardless of whether you are a retail, professional or institutional trader.Through extensive analytics by our associated company, MT1 Systems, and our own significant hands-on experience in dealing in the global currency markets, we are perfectly placed to sift through the providers to deliver you the service and tools you should expect - rather than settling for second best.

Trading Systems and Metrader 4

If you wish to plug in your Expert Advisor into Metatrader 4, connect your 'algo' via FIX or need assistance in automating your own system or trading strategy idea, we offer a range of solutions, including coding and trade automation services.

Important Things You Should Know and How to Maximise Your Trading Potential

No standard dealing prices in forex

Unlike shares listed on a stock exchange or an exchange listed futures contract, forex is an Over The Counter ('OTC') market . This means that, although the latest exchange rate quoted between two currencies (eg GBP-USD, the currency 'pair') is likely to be quite similar between a multitude of brokers and market makers, there are inevitably subtle differences from one provider to the other at any given time.

In calm market conditions, these variations tend to be minimal but, when markets become more volatile, they can become more pronounced.

Ultimately, when dealing in forex you are dealing with one particular provider of the bid and offer prices that you may deal on. You must therefore accept the prices and order handling that is on offer by that provider at any given time.

So, the dealing price available to you, which moves dynamically, is not standardised and not always constant between the different providers. However, you should feel comfortable that the prices you get from your provider are usually reflective of the prevailing prices on offer between the larger banks and other financial institutions (the 'interbank price').

While many retail clients may find it difficult to keep checking whether they are mostly receiving 'appropriate' or realistic dealing prices it can be done by randomly checking against a widely available data provider such as eSignal. Or ask us.

Because we have tried and evaluated dozens of forex dealing platform providers we know.

Often it's only really possible to appreciate the differences between one provider and another by running two different platforms side by side, in a volatile market. The differences and latency (speed of price changes) can be dramatic.

Dealing Spreads and Transaction Commissions

Whether you choose to deal in forex through what's called a 'rolling daily spot' position, through a Contract For Difference (CFD) or as a spread bet, dealing spreads and transaction commission charged (if applicable) can have a significant effect on your trading results, particularly if you become an active trader.

As with any financial instrument, a bid and offer (or ask) price is constantly quoted for each currency pair (please see our forex examples).

The dealing spread quoted (the difference between the bid and offer) is a form of dealing charge when you trade. If the dealing spread quoted is 10 'pips' wide at any given time, then if you were to buy a currency pair and immediately sell it, without any movement in the dealing prices quoted, you would incur a loss of 10 pips (multiplied by your stake or contract size). Therefore whether the currency pair moves for or against you, the dealing spread matters.

Transaction Commissions

The other approach is to trade on a commission basis. Typically, you will receive dealing spreads that are comparatively narrower (so 'cheaper'), as the bid and ask prices are generally being delivered directly by trading banks and institutions, channeled to you through an Electronic Communications Network ('ECN') provided by the broker.

In this scenario the provider should not be dealing against you on a proprietary basis or have any incentive (whether declared or not) to interfere with the dealing prices being delivered to you. The model for the broker in this case is one driven purely by volume and resulting commissions, without incurring any market risk. The motivator is to constantly offer ultra-competitive dealing spreads (as delieverd by third parties) , speed of execution, liquidity and low execution 'slippage' so as to maintain you as a client.

Where you pay Agincourt Financial a commission charge this will be influenced by several factors - but generally depends on your typical trading size and frequency of dealing. Each commission charge will be reflected in your trading statement.

MANAGED FUTURES

Managed futures represents a recognised asset class for investors seeking an absolute-return investment approach.

The investment methodology is based upon a hedge-fund manager style, with the objective of realising capital gains over time, in varying underlying financial market conditions.

There is no tangible correlation with traditional ‘long only’ equity, bond, energy or property funds or investment vehicles.

Managed futures do carry with them a higher degree of risk and should represent a limited proportion of your investible assets. Your attention is drawn to our Risk Warning Notice available on this site. Please contact your independent financial adviser if you are in any doubt as to the suitability of this form of investment.

Agincourt CARMA Managed Futures

  • Separately managed accounts
  • Experienced, proven professional investment management
  • 5 year + real track record
  • Each margin trading account held in clients name
  • Full transparency of activity, positions, profit and loss
  • Online secure back office access
  • Monthly fee calculations and performance reporting
  • Weekly liquidity
  • 25% profit incentive fee – on new net profits
  • 2% annualised management fee
  • Monthly reporting net of all fees
  • Substantial, highly capitalised custodian broker
  • Available within your SIPP

For further information please email us at r.c@agincourtfinancial.com

AFME Global Fund - Current Offering

AFME Global Fund has a different risk/return profile to traditional investments. This is because the Fund aims to exploit market inefficiencies or anomalies and manage market risk in order to achieve profit regardless of specific directional movements. Unlike traditional long-only funds, of which the returns have a close correlation with market-index movements, AFME Global Fund seeks absolute returns that are independent of market movements. The relatively attractive risk/return characteristics of AFME Global Fund imply that including AFME Global Fund, as part of an investment portfolio, will enhance an investor’s medium and long-term investment strategy.

The Fund’s investment objective is to achieve capital appreciation through investment and trading in options, exchange traded futures and contracts for differences on indices, interest rates, equities, commodities and foreign exchange on recognised investment exchanges only, interbank markets and through proprietary market maker liquidity providers.

The investment manager shall engage specialist long and short strategies involving in-house management expertise, internal and external quantitative analysis and externally managed strategies, with the intention of generating superior, risk adjusted returns to the Fund and with manageable, lower, concentration of risk or dependency on specific market environments or any single investment style in reaching its investment objective.

The investment manager employs strategies, which operate on rules based, discretionary investment approaches, with the input of technical indicators, fundamental analysis, risk and money management techniques. The investment manager also employs partially or fully automated trading techniques in shorter term trading activities.

The Fund shall invest for short and medium term gains, across a range of geographical areas, with market risk typically intraday out to several months in duration.

The overriding and common ethos is the focus on risk management across all trading strategies employed on behalf of the Fund. For example, when new positions are open, a stop loss is attached with the aim of limiting capital loss on losing trades.

The Fund shall assume no predetermined market-directional bias nor seek to benchmark itself against any given market index. It’s objective is to seek positive overall returns over time, regardless of the underlying direction of the recognised key asset classes.

The combinations of strategies employed are essentially independent from each other, in so far as positions in one strategy shall not intentionally influence the positions held in another.

AR’s, Partners and Managers

Appointed Representatives - for some companies, including developing companies, becoming an Appointed Representative of a fully FCA regulated firm may represent a compelling solution. If you would like to explore this avenue further please email Richard Cunningham at r.c@agincourtfinancial.com for further information.

Introducers and Partners - we are interested in expanding our network of professional business introducers and affiliates. We already work with wealth managers, brokers, accountants, financial advisers and planners and can offer attractive commercial terms depending on scale and service to be provided.

Investment Manager Development - whether you operate a mechanical trading system or a more discretionary approach we are interested in talking to you. Please contact us in confidence at r.c@agincourtfinancial.com

ABOUT US

Agincourt Financial is an independent, client-driven broker, adviser and discretionary investment manager for investors who are serious about trading. Agincourt harnesses the extensive experience, resources and enthusiasm of a like minded, highly motivated team of investment professionals.We deliver unrivalled technology and software to empower our diverse range of clients in their trading and investment activities.And then we add a personal service along with unique, value added research and trading tools to give them that much extra.Our clients range from novice investors right through to experienced trading professionals and funds.Our motivation is to help our clients make money from the markets, develop their investment skills and strategies and enjoy the trading experience.So whether you trade shares, forex, futures, options, CFDs or spread bets - start trading with Agincourt Financial today.

ABOUT THE TEAM

Richard Cunningham - Managing Director
Richard started his career in the financial markets in 1993 with Tullett and Tokyo (Futures and Options) in the City of London. He then spent five years as an institutional broker in various derivative products on LIFFE at management level and in 2001 founded FSA authorised Agincourt Financial (then called Cunningham Asset Management).

He has appeared regularly as a financial market analyst on business TV including Reuters, Bloomberg, CNBC, CNN, Sky News and BBC News 24. Over many years Richard has evolved a keen interest in technical analysis and systemised trading and acheived second place in CNBC's Portfolio Management Competition. He is also featured in Geoff Cutmore's book, 'New Market Mavericks' (Wiley Publishing'). Richard oversees the firm's combined operations from Agincourt's head office.

Geoff Lee - Financial Director
Geoff gained his accountancy qualifications and established his own practice before starting with the firm in the capacity of Financial Director from inception. He is responsible for internal financial management, systems and controls.

Clive Roberts
Clive started out as a futures and options broker in 1988 and set up the successful Singapore institutional broking operation (on SIMEX) for Tullett and Tokyo in 1994. He then established an independent clearing/broking firm on LIFFE in 1998 called Caranco Futures and went on to become an independent trader (or 'local') in the frenetic open-outcry trading pits of the London exchange. Clive joined Agincourt Financial and started to professionally manage client's money alongside his own funds from 2006. He is responsible for the CARMA Managed Futures Strategy (managed accounts), operated from the firm's Essex office.

Andrew Christian - Agincourt Portfolios

Andrew joined Hargreaves Lansdown in 1990 and rapidly rose through the ranks to become Managing Director of their Vantage Stockbroking division in 2003. He helped grow the business into a FTSE 100 listed company in 2010 and joined Agincourt in 2011, as co-manager of Agincourt Portfolios. Agincourt Portfolios

Matt Rickards - Agincourt Portfolios Matthew also developed his career with Hargreaves Lansdown- from 1997- becoming Head of Dealing in 2006. He oversaw the development of Hargreaves Lansdown into one of the largest stockbroking firms in the UK, responsible for thousands of private client transactions per day. Matthew joined Agincourt in 2011 and co-manages the Agincourt Portfolios division from the firm's Clifton office. Agincourt Portfolios

MORNING BRIEF

Unique to clients of Agincourt Financial, Morning Brief sets you up for the trading day ahead. Sent to you by email (up to two addresses advised to us by you) before the start of the UK stock market open, Morning Brief brings you up to speed with what’s happened overnight and tells you what to look out for in the coming session

EQUITY TRADING SIGNALS

Unique to Clients of Agincourt Financial.Our computer generated trade signals are issued by email to our clients upon registration. You may receive these signals, complete with clear entry and stop loss levels, whether you are trading CFDs, spread bets or physical shares with Agincourt Financial.Our equity trade signals are researched, developed and provided by our respected partner, MT1 Systems Ltd.These equity trade signals are intended as a trading support tool for all levels of investors.Our users range from hedge funds right through to retail investors.These signals are not auto-traded on your behalf (unless arranged with us under a discretionary management mandate. Please email richard.c@www.agincourtfinancial.com for further information).The current universe of companies (UK only) are listed below and is subject to change. Other instruments and geographical regions will be announced during 2012.

TRADING SUPPORT TOOL

Our Equity Trading Signals are auto-generated on an hourly basis throughout the trading day- and sent to you by email.Trade Signals Explained

USING OUR EQUITY TRADING SIGNALS

Each trading signal is designed to work autonomously. It is not necessary that every signal in every equity is taken.

It is also advisable to check the recent price action in the relevant equity so as to potentially finesse the order entry level. For example, a short sell signal maybe triggered after a large gap-down opening of a particular equity on the open of the market. But the suggested entry level maybe significantly lower than the previous close. In such circumstances, limiting the desired entry price to a level better than that indicated by the signal may prove prudent, while still using the same suggested stop-loss level.

The exit methodology is based upon a trailing stop. Due to the time frames used and the volatility sometimes seen in equity markets, it may be advantageous to use another rule set to take profits, such as an oversold RSI (below say 30), previous price lows or a discretionary percentage profit.

The key rule is not to trade against the signals, however you may chose to employ them!

Agincourt Financial does not guarantee the timely delivery of each trade signal update or inaccuracies in prices provided to you by the automated delivery system as prices are reflective of data provided and auto uploaded from E Signal, a third party provider.

WHY TRADE WITH AGINCOURT FINANCIAL?

Open Your Account in Minutes

For execution only accounts you can apply online and usually be ready to trade in less than 5 minutes

Fastest Online Dealing

Trade instantly in Spread Bets, CFDs, Shares, Forex, Futures or Options – online or on your mobile

Global Market Access

Unrivalled access to global financial instruments through our trading platforms

Leverage and Short Selling

Gain greater exposure in any market and exploit falling as well as rising prices

Sophisticated Online Trading Tools

Trade-through-charts, trailing stops, contingent orders, multiple technical studies, pattern recognition software and online streaming news are just some of the features we offer

Safety of Funds

Our highly capitalised custodian brokers are FSA regulated and hold your money in segregated accounts. You have full access to the FSCS

We Work With You – Not Against You

We do not benefit by you losing money as we are not a market maker. We make our money from inside the dealing spreads or from transparent and competitive transaction commissions

Highly Experienced Dealers

You can place trades with our widely experienced dealers by phone, ask for advice, general guidance, market news and strategy ideas

Unrivalled, Independent Research and Trade Signals Exclusive to Our Clients

Gain access to our respected technical analysis reports, auto- generated trading signals, daily morning market brief and broker recommendations

Access to Automation of Your Trading Strategy

Through our associated trade-system development company, MT1 Systems, we can help code and fully automate your trading strategies and ideas .Whether you are a private investor, fund or institution talk to us

Open Your SIPP to New Trading and Investment Opportunities

We are licensed to arrange SIPPS and can offer you a wide range of SIPP providers to enable you access to our full range of margin -traded instruments. We will coordinate the full SIPP establishment and trading account opening process for you or with your IFA

CLIENT MONEY PROTECTION

An important advantage of opening a Retail Client account with Agincourt Financial (including CFD Trader and Agincourt Spreads) is that your money is now held by our custodians on a segregated basis, in accordance with the Financial Services Authority’s segregated client money rules. In most cases segregation is also available to corporate, SIPP and Professional clients.

The money is treated as belonging to the client and cannot therefore be used by the custodians, so the security of each clients’ money is unaffected regardless of the relevant custodian’s financial state.

Agincourt also carefully selects the custodians/execution platform providers that it affiliates with in respect of their financial stability, track record and regulatory status (Financial Services Authority authorised and regulated).

Clients classified as Professional (under MiFID guidelines) may in certain cases have their monies classified as ‘non-segregated’ by one of our affiliated custodians. If you have any questions regarding client money classification please contact us.

In the event of the failure of one of our custodians you will have access to the Financial Services Compensation Scheme (FSCS). Further information is available at www.fscs.org.uk

PRIVACY POLICY

This statement outlines our policy on how we manage the personal information we hold about our customers, shareholders and others.

It is our policy to respect the confidentiality of information and the privacy of individuals. We are bound by the data protection principles contained in the Data Protection Act 1998.

We will review our privacy policy statement from time to time to take account of new laws and technology, changes to our operations and practices and to make sure it remains appropriate to the changing environment. Any information we hold will be governed by our most current privacy policy statement.

Why do we collect personal information?

Our business is to meet our customers' needs for a range of financial services. To do this effectively, we need to collect certain personal information.

Personal information we ask for

The type of personal information we may collect can include (but is not limited to) name, address, date of birth, contact details, income, assets and liabilities, account balances, trading statements, tax and financial statements and employment details.

We obtain most of the information directly from our customers through application or other forms and from maintaining records of information provided in the course of ongoing customer service. We may also obtain information from other sources including third party brokers to whom we may introduce you.

We may ask for other information voluntarily from time to time (for example, through market research, surveys or special offers) to enable us to improve our service or consider the wider needs of our customers or potential customers.

If you choose not to provide the information we need to fulfil your request for a specific product or service, we may not be able to provide you with the requested product or service.

How do we use this information?

While we may send you marketing material from time to time that we think will be useful to you, we are conscious of the need to respect your privacy.

Unless you are informed otherwise, the personal information we hold is used for establishing and managing your account, reviewing your ongoing needs, enhancing customer service and products and giving you ongoing information or opportunities that we believe may be relevant to you.

Depending on the product or service concerned and particular restrictions on sensitive information, this means that personal information may be disclosed to:

  • other companies within our group who provide financial and other services
  • service providers and specialist advisers to us who have been contracted to provide us with administrative, financial, insurance, research or other services
  • introducing brokers with whom we have a mutual relationship (any of whom may be within or outside the European Economic Area)
  • credit providers, courts, tribunals and regulatory authorities as agreed or authorised by law
  • credit reporting or reference agencies
  • anyone authorised by an individual, as specified by that individual or the contract

Generally, we require that organisations outside Agincourt Financial who handle or obtain personal information as service providers acknowledge the confidentiality of this information, undertake to respect any individual's right to privacy and comply with the data protection principles and this policy. Third party service providers may keep a record of any searches performed on our behalf and may use the search details to assist other companies in performing their searches. Please note that third parties are not covered by our privacy policy and are not subject to our privacy standards and procedures.

Management of personal information

We regard breaches of your privacy very seriously and will impose appropriate penalties, including dismissal and the Directors undertake to manage personal information to the best of their abilities in accordance with the Privacy Act.

How do we store personal information?

Safeguarding the privacy of your information is important to us, whether you interact with us personally, by phone, mail, over the internet or other electronic medium. We hold personal information in a combination of secure computer storage facilities and paper-based files and other records, and take steps to protect the personal information we hold from misuse, loss, unauthorised access, modification or disclosure.

We may need to maintain records for a significant period of time. However, when we consider information is no longer needed, we will remove any details that will identify you or we will securely destroy the records.

You have the right to check what personal information about you is held by us

Under the Data Protection Act, you have the right to obtain a copy of any personal information which we hold about you and to advise us of any perceived inaccuracy. The Act does set out some exceptions to this.

To make a request, please write to us, verifying your identity and specifying what information you require.

We may charge a fee to cover the cost of verifying the application and locating, retrieving, reviewing and copying any material requested. We will acknowledge your request and respond to it within 30 days of receipt of your application and any applicable fee.

What if you have a complaint?

If you consider that any action of ours breaches this privacy policy statement or the data protection principles or otherwise doesn't respect your privacy, you can make a complaint. This will be acted upon promptly.

To make a complaint, please telephone us on 0845 5049745 or email info@agincourtfinancial.com

If you are not satisfied with our response to your complaint, you can telephone the Information Commissioner's information and enquiries line on +44 1625 545 745.

How to contact us?

If you want to:

  • make a general enquiry about IG's privacy policy
  • change your personal information
  • access your personal information

phone us on 0845 5059745 email us at info@agincourtfinancial.com or write to us at:

Agincourt Financial Ltd

Millennia House, Kingswood Park, Bonsor Drive, Kingswood, Surrey KT20 6AY

We may collect personal information you enter when using our website.

Links to third party websites

This website may have links to external third party websites and service providers that may benefit the user. Please note, however, that third party websites are not covered by our privacy policy and these sites are not subject to our privacy standards and procedures.

OPEN ACCOUNT - ADVISORY AND DISCRETIONARY SERVICES

For execution only accounts please select the required instruments you wish to trade on the home page and follow the account opening instructions.

You can open up as many different accounts as you require.

If you wish to apply for an advisory and or a discretionary (managed) account with Agincourt Financial (including a managed account strategy, bespoke discretionary service or an Agincourt Portfolio) please follow our step by step guide below;

Step 1. Please download, print and complete the appropriate application form as completely as possible and sign where required. If you are applying for a discretionary account please remember to tick the 'Discretionary Services' box where requested.

Step 2. If you are applying for a specific managed account strategy or Agincourt Portfolio please also carefully read the investor details we provide to you and sign where requested.

Step 3. Please send these completed documents to our head office by post or by scanning clearly to an email and sending to:

info@www.agincourtfinancial.com

Once we have received your application we will acknowledge receipt and usually review it the same day. If we require further information from you we shall advise you using the contact details you have provided. If we decide for any reason, and entirely at our discretion, to decline the application for our services we will communicate this to you.

Step 4. Subject to suitability and appropriateness, once the application is accepted by Agincourt Financial we will then assist you in establishing the appropriate Third Party Account(s). This is generally an online process and is subject to the general terms and conditions as specified by the relevant broker(s). Where applicable you will also be sent the appropriate limited Power of Attorney that both parties must sign to enable Agincourt to arrange trades on your Third Party Account.

Once you have funded your Third Party Account we will be ready to trade (we will send you the bank account details for the relevant currency). Please note that most of our Third Party Account providers no longer accept cheques for depositing funds. Monies should be transmitted electronically and in some cases can be transferred by debit or credit card. Please note that Agincourt Financial does not directly hold client funds.

Discretionary Managed Account. Documentation

For discretionary and managed account opening documentation please email r.c@agincourtfinancial.com

SIPP Provider

SIPP Trustee

@SIPP plc

@SIPP plc Pension Trustees Ltd

AJ Bell Management Limited

SIPPdeal Trustees Limited

AJ Bell Management Limited

AJ Bell (PP) Trustees Limited 

Alliance Trust Savings Ltd

Alliance Trust Pensions

Alltrust Services Limited

Alltrust SIPP Limited 

Bridgewater Pension Trustees

Bridgewater Pension Trustees

Carey Pensions UK LLP

Carey Pension Trustees Ltd 

City Pensions Ltd

City Trustees Ltd

Corporate & Professional Pensions Ltd

Corporate & Professional Pensions Ltd

Curtis Banks PLC

Colston Trustees Limited

D P Pensions Ltd

D A Phillips & Co Ltd

Dentons Pension Management Limited

Denton & Co Trustees Limited 

EBS Management PLC

EBS Management PLC

European Pensions Management Limited

European Pensions Management Limited

Guardian Pension Consultants Ltd

Guardian Pension Trustees Ltd

HD Administrators LLP

HD Trustees Ltd 

The Hornbuckle Mitchell Group PLC

Hornbuckle Mitchell Trustees Ltd

Intelligent Money Ltd

Intelligent Money Ltd

InvestAcc Limited

InvestAcc Limited 

IPM SIPP Administration Limited

IPM SIPP Administration Limited

The IPS Partnership

PAL Trustees Ltd

IPS Pensions Limited

Union Pension Trustees Limited

Liberty SIPP Ltd

Liberty Trustees Limited 

The Lifetime SIPP Co Ltd

The SIPP Trustee Provider Ltd

London & Colonial Services Ltd

London & Colonial Services Ltd 

Mattioli Woods PLC

MW Trustees Limited

Montpelier Pension Administration Services Limited

Montpelier Pension Trustees Limited

Organon SIPP Services Limited

Organon Pension Trustees Ltd

Personal Pension Trustees Limited

Personal Pension Trustees Limited

Rowanmoor Personal Pensions Ltd

Rowanmoor Trustees Ltd

Sipp Choice Ltd

Sipp Choice Trustees Limited

The Standard Life Assurance Co

Standard Life Trustee Co Ltd

Talbot & Muir SIPP LLP

TM Trustees Ltd

Westerby Trustee Services Ltd

Westerby Trustee Services Ltd

 

 

SIPP Provider

SIPP Trustee

@SIPP plc

@SIPP plc Pension Trustees Ltd

AJ Bell Management Limited

SIPPdeal Trustees Limited

AJ Bell Management Limited

AJ Bell (PP) Trustees Limited 

Alliance Trust Savings Ltd

Alliance Trust Pensions

Alltrust Services Limited

Alltrust SIPP Limited 

Bridgewater Pension Trustees

Bridgewater Pension Trustees

Carey Pensions UK LLP

Carey Pension Trustees Ltd 

City Pensions Ltd

City Trustees Ltd

Corporate & Professional Pensions Ltd

Corporate & Professional Pensions Ltd

Curtis Banks PLC

Colston Trustees Limited

D P Pensions Ltd

D A Phillips & Co Ltd

Dentons Pension Management Limited

Denton & Co Trustees Limited 

EBS Management PLC

EBS Management PLC

European Pensions Management Limited

European Pensions Management Limited

Guardian Pension Consultants Ltd

Guardian Pension Trustees Ltd

HD Administrators LLP

HD Trustees Ltd 

The Hornbuckle Mitchell Group PLC

Hornbuckle Mitchell Trustees Ltd

Intelligent Money Ltd

Intelligent Money Ltd

InvestAcc Limited

InvestAcc Limited 

IPM SIPP Administration Limited

IPM SIPP Administration Limited

The IPS Partnership

PAL Trustees Ltd

IPS Pensions Limited

Union Pension Trustees Limited

Liberty SIPP Ltd

Liberty Trustees Limited 

The Lifetime SIPP Co Ltd

The SIPP Trustee Provider Ltd

London & Colonial Services Ltd

London & Colonial Services Ltd 

Mattioli Woods PLC

MW Trustees Limited

Montpelier Pension Administration Services Limited

Montpelier Pension Trustees Limited

Organon SIPP Services Limited

Organon Pension Trustees Ltd

Personal Pension Trustees Limited

Personal Pension Trustees Limited

Rowanmoor Personal Pensions Ltd

Rowanmoor Trustees Ltd

Sipp Choice Ltd

Sipp Choice Trustees Limited

The Standard Life Assurance Co

Standard Life Trustee Co Ltd

Talbot & Muir SIPP LLP

TM Trustees Ltd

Westerby Trustee Services Ltd

Westerby Trustee Services Ltd

 

 

Registered Office: 33 Cavendish Square, London W1G 0PW

Head Office: Millennia House, Kingswood Park, Bonsor Drive, Kingswood, Surrey, KT20 6AY.

FIND US HERE



CONTACT DETAILS

General Enquiries: +44 (0) 845 504 9745

Financial and Accounting

Geoffrey Lee: g.lee@agincourtfinancial.com

Compliance & Managing Director

Richard Cunningham r.c@agincourtfinancial.com

Dealing Numbers:

Spreadbetting: +44 (0) 845 504 9747

CFD Trader +44 (0) 20 7633 5550

Shares and SIPPS: +44 (0) 1372 365 977

E-mail: r.c@Agincourtfinancial.com

The information on this website is issued by Agincourt Financial Limited (‘Agincourt’) a limited company incorporated in England and Wales under number 4140761, authorised and regulated by the Financial Conduct Authority ("FCA").

FCA Firm Reference Number 197236

LEI: 213800ROMOEZ2H6L3D86 Agincourt Financial Limited

Information on this website about the AFME Global Fund (the ‘Fund’) refers to a legally separate entity incorporated in the Cayman Islands as a limited company which is not owned nor directed by Agincourt Financial Limited.

The Fund and its’ Directors are registered with the Cayman International Monetary Authority (CIMA)

Agincourt Financial Limited has been appointed Investment Adviser to the Fund by the Directors of the Fund.

The registered address of the Fund is:

AFME Global Fund
C/O Codan Trust Company (Cayman) Limited
Cricket Square
Hutchins Drive
PO Box 2681
Grand Cayman KY1-1111
Cayman Islands

Further information regarding the Fund may be found in the Private Placement Memorandum (‘PPM’) which may be made available to you on request or maybe downloaded from this site by suitable investors (see Sales Restrictions, below).

The information is not directed at any person or entity. The information is intended only for use by users domiciled in the United Kingdom and is not intended for distribution or use in any jurisdiction or country where it is illegal or unlawful to access and use such information. Non-UK investors should consider their local regulations before considering investment. Agincourt disclaims all responsibility if you access or download any information in breach of any law or regulation of the country in which you reside.

The information is not directed at any person or entity in the United States, and this site is not intended for distribution or to be used by any person or entity in the United States unless those persons or entities are existing investors in funds managed by Agincourt and they have applicable US exemptions.

Accordingly, all persons who access this site are required to inform themselves of and to comply with all applicable sales restrictions in their home country.

Sales Restrictions

United Kingdom: the Fund referred to in this site (in the "Protected Area"), more commonly known as a hedge fund, is not a recognised collective investment scheme for the purposes of the Financial Services and Markets Act 2000 of the United Kingdom (the "Act"). The promotion of such funds and the distribution of offering materials in relation to such funds in the United Kingdom is accordingly restricted by law.

The information contained in this Protected Area of the site is only available to and directed only at persons to whom such funds may lawfully be promoted by a person authorised under the Act (an "authorised person") by virtue of Section 238(5) of the Act and Chapter 4 (Part 12) of the FCA Conduct of Business Sourcebook. Information must not be relied or acted upon by any other persons.

The hedge fund in the Protected Area is not regulated under the UK's financial services regulations and investors in those funds will not benefit from the rules and regulations made under the Act for the protection of investors or from the Financial Services Compensation Scheme.

Shares in the hedge fund in the Protected Area are not dealt in or on a recognised or designated investment exchange for the purposes of the Act, nor is there a market maker in such shares, and it may therefore be difficult for an investor to dispose of his shares.

Access to the Protected Area requires that you read, understand and accept the information provided here.

An application for shares in the Fund referred to on this site should only be made having read fully the relevant PPM.

No Advice

The information is provided for information purposes only and on the basis that you make your own investment decisions and do not rely upon it. Agincourt is not soliciting any action based on it and it does not constitute a personal recommendation or investment advice. Should you have any queries about the investment funds referred to on this site, you should contact your financial adviser.

Risk Factors

Past performance is not an indication of future performance. The value of investments and the income from them may go down as well as up and investors may not get back the amount invested. Consequently, you may not make a profit on your investment and you may lose money.

The hedge fund/s in the Protected Area may be subject to higher risk and volatility than other funds and may not be suitable for all investors. The Fund is not regulated.

Exchange rates may cause the value of overseas investments and the income arising from them to rise or fall.

The levels and bases of and reliefs from taxation may change. Any tax reliefs referred to are those currently available and their value depends on the circumstances of the individual investor. Investors should consult their own tax adviser in order to understand any applicable tax consequences.

The Fund and the strategies employed by the Investment Adviser in the Fund may employ leverage and the performance of the Fund is materially influenced by the activities and decisions made by the Investment Adviser as an entity.

Accuracy of Information

The information provided has been obtained from, or is based on, sources believed by Agincourt to be reliable, but is not guaranteed as to its’ accuracy or completeness and should not be relied upon. The information is provided without obligation on the part of Agincourt and on the understanding that any person who acts upon it or changes his investment position in reliance on it does so entirely at his own risk. The information does not constitute an offer to buy or sell or an invitation to make an offer to buy or sell shares in the Fund referred to herein.

Information is current only as at the date it is first posted and may no longer be true or complete when viewed by you. All information may be changed or amended without prior notice although Agincourt does not undertake to update this site regularly.

No Liability

No representation, warranty or undertaking is given as to the accuracy or completeness of the information by Agincourt or any of its associated companies and no liability is accepted by such persons for the accuracy or completeness of such information. In no event will Agincourt or any of its associated companies be liable to any person for any direct, indirect, special or consequential damages arising out of any use of the information, or on any other hyper-linked site, including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment, or otherwise, even if Agincourt is expressly advised of the possibility or likelihood of such damages. This does not exclude or restrict any duty or liability that Agincourt has to its customers under the regulatory system in the United Kingdom.

You should be aware that the internet is not a completely reliable transmission medium. Agincourt does not accept any liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to any direct, indirect or consequential damage, arising out of the use of the products or services referred to herein. This does not exclude or restrict any duty or liability that Agincourt has to its customers under the regulatory system in the United Kingdom.

Complaints

To make a complaint about this site, please send a written complaint for the attention of the Compliance Officer at the following address:

Agincourt Financial Limited, Millennia House, Kingswood Park, Bonsor Drive, Kingswood, Surrey KT20 6AY United Kingdom (‘’Agincourt’’) or by emailing r.c@agincourtfinancial.com

Indemnity

You agree to indemnify, defend, and hold harmless Agincourt, its affiliates and licensors, and the officers, partners, employees, and agents of Agincourt and its affiliates and licensors, from and against any and all claims, liabilities, damages, losses, or expenses, including legal fees and costs, arising out of or in any way connected with your access to or use of this website and the information.

Material Interests

Agincourt and its partners, officers and/or employees may have holdings or other connections in the Fund referred to on this site and may otherwise be interested in transactions that you effect in the Fund. For example, a Director of the Fund may also be a Director of Agincourt.

Linked Websites

This site may be linked to third party websites or contain information provided by third parties. Agincourt does not make any representation as to the accuracy or completeness of such websites or information, has not and will not review or update such websites or information, and cautions browsers that any use made of such websites or information is at their own risk. Agincourt does not accept any liability arising out of the information contained on any linked website or Information provided by a third party and the use of such sites and information is at your own risk. This does not exclude or restrict any duty or liability that Agincourt has to its customers under the regulatory system in the United Kingdom.

Copyright, Trademarks and Other Rights

Nothing on this site should be considered as granting any licence or right under any trademark of Agincourt or any third party. Copyright, trademarks, database rights, patents and all similar rights in this site and the information contained in it are owned by Agincourt, its licensors or relevant third party providers. You may use the information and reproduce it in hard copy for your personal reference only. The Information may not otherwise be reproduced, distributed, stored or transmitted without Agincourt's written consent.

Governing Law

You agree that your use of this site and any dispute arising from the use of this site is subject to English law and you submit to the jurisdiction of the English courts.