Our approach to
Consumer Duty
How we're supporting you and your clients
We take our fiduciary responsibilities very seriously and have embedded the FCA’s Consumer Duty into our framework, reflecting the standard of care expected of firms serving retail customers.
Below you will find our Consumer Duty brochure, Value Assessment brochure and other resources to help you better understand our investment solutions.
Key brochures
Consumer Duty brochure
Read an overview of the key changes and the analysis that we took in response to the FCA's Consumer Duty
Value Assessment brochure
This brochure outlines the overall level of service provided by Puma Investments across our products and services
Inheritance tax solutions
Puma Heritage Estate Planning Service
Puma AIM ISA IHT Service
Venture Capital Trusts
Puma VCT 13
Puma AIM VCT
We're here to support you
Looking for more support or want to learn more about our tax‑efficient solutions? With more than 30 Business Development Managers and over 20 Client Relations and Operations specialists, we're here to give you practical guidance and seamless service at every stage of the investment journey.
