Vulnerable Customer Statement

Quorum Capital does not provide financial advice directly to retail clients and distributes its model portfolios through FCA-authorised adviser firms. Adviser firms are responsible for assessing individual client circumstances, including vulnerability, capacity for loss, communication needs and suitability.

As manufacturer of the model portfolio service, Quorum considers whether its portfolio design, charging structure and communications could create a heightened risk of harm to vulnerable clients. We seek to ensure that our product literature is clear, balanced and accessible, and we expect adviser firms to notify us of any recurring issues relating to client understanding, support needs or outcomes.