Legal and Compliance

View and download our various company policies and compliance documentation.

Privacy Policy

View and download Timeline's Privacy Policy here.

Cookie Policy

View and Download Timeline's Cookie Policy here.

Consumer Duty Statement

View and download Timeline's Consumer Duty Statement here.

Engagement Policy

View and download Timeline's Engagement Policy here.

Investment Research Statement

View and download Timeline's Investment Research Statement here.

Conflicts of Interest Policy

View and download Timeline's Investment Research Statement here.

Risk and Governance Policy

View and download Timeline's Risk and Governance Policy here.

Anti-Bribery Statement

View and download Timeline's Anti-Bribery Statement here.

Slavery and Human Trafficking Statement

View and download Timeline's Slavery and Human Trafficking Statement here.

Complaints Procedure

View and download Timeline's Complaints Process  here.

Vulnerable Clients Policy

View and download Timeline's Vulnerable Clients Policy here.

ICARA Statement

View and download Timeline's ICARA Statement here. 
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   ©2024 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.
 
Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR.
 
Timeline Portfolios Ltd is incorporated under the laws of England and Wales (Company number 11557205) and is
authorised and regulated by the Financial Conduct Authority (number 840807). 

Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up.
You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.