Investment accounts

Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

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Restrictions on our activities

16 March 2021 / News
Author
Dolfin

Please see the FCA’s statement on the below link:

https://www.fca.org.uk/news/news-stories/restrictions-placed-dolfin-financial-uk-ltd

We are actively working with the FCA to address its concerns and in order to lift the restrictions and so to minimise the impact on all Dolfin clients. At the moment we are unable to confirm when these restrictions will be lifted.

In the meantime, you can be assured that all client assets and monies are safely kept on a segregated account in accordance with the FCA rules.

As always, we remain committed to our clients and will keep you informed as the situation evolves.

We would like to thank you all for your patience and understanding.

For further information or if you have any queries please contact us.

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Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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