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Regulatory complaints data

At Invesco Perpetual we strive to provide you with excellent service and we welcome any comments, be they positive or negative, as to how we might improve. If you have any such comments please call us on 0800 085 8677 or write to the Head of Client Services at Invesco Perpetual Administration Centre, PO Box 11150, Chelmsford, CM99 2DL, UK.

If you choose to make a complaint we will treat it seriously, investigate it thoroughly and commit to treating you fairly and reasonably.

Below is our Complaints Report for the period from 1 January 2017 to 30 June 2017. This data is published in accordance with the Financial Conduct Authority regulations.

Complaints publication report

Firm name: Invesco Fund Managers Limited

Group: Invesco Ltd

Period covered in this report: 1 January 2017 to 30 June 2017

Trading name: Invesco Perpetual

Product grouping Number of complaints opened per 1000 client accounts Number of complaints opened Number of complaints closed Percentage closed within 3 days Percentage closed after 3 days but within 8 weeks Percentage upheld Main cause of complaints opened
Investments 4.78 1,587 1,559 39.83% 56.89% 34.89% Other general administration / customer service

 

In order to add some context to these numbers we provide further data below regarding the size of our Invesco Fund Managers Limited's business.

Total assets under management: £7.58bn

Number of client accounts: 331,868

Number of clients: 294,515

All data sourced from Invesco Fund Managers Limited as at 30 June 2017.