Are you really independent?

Yes, that is what we are licenced to be. We are not allowed to recommend the services of just one Fund Manager, for example. Neither do we have any product provider holding shares in our business.

Why should I trust you?

To be blunt, at the outset you do not need to trust Templar. You should only engage us if, after talking to us and seeing who we are and how we are regulated, you decide to trust us.

We believe you will trust us when you realise you have found a service which knows what it is talking about and delivers what you want!

What happens if I decide to work with another adviser in the future?

Simple. Remember, we do not handle your money. You can disengage with us and find another adviser any time you wish to. Your investments will remain in your name. It is always your choice.

Do you handle my money?

Absolutely not. It might look like we do, but we do not. Our role is to advise you on where best to put your money or your wealth. Our responsibility is to make sure that where we place your money is safe, is what it says on the tin, is suitable for you and that you understand any risks. We may arrange investments for you, but you send your funds directly to the provider involved.

Who manages my investments?

We facilitate the initial investments and then report back to you with regular valuations and where necessary updates at regular intervals, usually quarterly, bi-annually or annually. On a day to day basis, different fund managers or product providers manage your investment. Alternatively, for example, if you bought an investment property directly then either you or a property manager would manage the “investment”.

How secure is my investment?

This will vary depending on the investment or investment strategy that has been set up. High risk with potential high return options are available, alongside lower return but low risk/secured propositions. There are also some capital guaranteed options.

What is the consultation fee?

Templar makes no charge at the first point of contact to talk or liaise by email for example. You are under no obligation to follow any of our guidance. If you choose to engage with us, a fee or commission structure is agreed between Templar and you before the advisory process and arrangement of any investments are proceeded with.

Will this cost me extra in some way?

Absolutely not. We are charged with finding the best, sometimes the cheapest and always the most suitable investments for your needs. Sometimes, investors are happy with their investment strategy but wish to reduce charges. Other times perhaps a specialist investment is required and it is more expensive. In all circumstances, no investment is proceeded with unless any reasoning is documented and that reasoning is sound. That includes any charges.

What should I do if I have a complaint?

If you are not satisfied with any aspect of our investment or insurance service, you should contact your investment advisor or relationship manager by letter, e-mail, telephone or in person. You may also raise your complaint in writing to: James Edwards, Templar EIS Limited, The Hub, Triq Sant Andrija, SGN 1612, San Gwann, Malta or info@templar-eis.com. We will take all reasonable steps to handle your complaint or concern in a fair and efficient manner, keeping full records of your complaint and the measures taken for its resolution.

If we cannot resolve the situation to your satisfaction, the matter can be referred to the Office of the Arbiter for Financial Services, 1st Floor, St Calcedonius Square, Floriana FRN 1530, Malta.

Any complaint will not prejudice your legal rights.

For a no obligation, initial discussion at our cost, please contact us or call +356 2776 1094.

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Templar European Investment Services Ltd - Financial Planning, Property, Pensions, Generation Planning, Business Owners, Financial Services, Malta

  • Templar EIS Ltd.
    VO2, The Hub
    Triq Sant Andrija
    SGN 1612
    San Gwann
    Tel: +356 2776 1094
    Fax: +356 2776 1084

Templar European Investment Services is a trading style of Templar EIS Limited, registered in Malta - number C70357.
Registered address The Hub, Triq Sant Andrija, San Gwann SGN 1612, MALTA.
Templar EIS Limited is licensed to provide investment services by the Malta Financial Services Authority and is an Enrolled Insurance Broker.

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