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Complaints:

IDAD has a comprehensive complaints procedure that adheres to the principles of treating customers fairly. In the event that a customer wishes to make a complaint, this can be made verbally, by telephone or in person, or via a written communication delivered in person, via post or by e-mail.

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Privacy Policy

IDAD Limited (Company Registration Number 04521366) collects and uses certain personal data in pursuit of its business. This policy describes how IDAD uses and protects this information. IDAD is committed to ensuring that your privacy and data is protected. Any information provided will only be used in accordance with this policy.

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Terms & Conditions

IDAD Limited, formed in 2002, has developed a reputation as a Structured Product powerhouse. Our approach is based on capital preservation first, with growth or income opportunities structured to suit different market conditions.

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ICARA

ICARA was reviewed by IDAD’s senior management and Board of Directors, and will be reviewed and updated as part of the business planning cycle, unless its senior management or Board of Directors become aware of a major event, requiring a complete review of IDAD’s risks, capital and liquidity position. The document reference date is 31/03/2025, review date will be 31/03/2026. The document’s FCA reporting date is 31/03/2025. This report is available to the FCA on request.

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ESG

IDAD must implement appropriate policies and procedures to integrate ESG considerations into its investment decision-making or advisory processes in order to make investments more sustainable.

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Best Execution and Client Order Handling Policy

IDAD is required to act honestly, fairly and professionally in accordance with the best interest of clients when providing investment services.

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Stewardship Code Policy

The Financial Reporting Council’s UK Stewardship Code (“the Code”) aims to enhance the quality of engagement between asset managers and companies to help improve long-term risk adjusted returns to shareholders

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Stewardship Code Letter

IDAD Limited are required, under regulatory obligations as set out in Conduct of Business Sourcebook 2.2 issued by the Financial Conduct Authority, to make a public disclosure in relation to the nature of our commitment to the UK Stewardship Code

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