Contact
Zürich
Post
Threadneedle Portfolio Services AG
Claridenstrasse 41
8002 Zürich
Telephone
Fax
Genève
Post
Threadneedle Portfolio Services AG,
Quartier des Banques
Place de la Synagogue 5
1204 Genève
Switzerland
Telephone
Switzerland contacts
How to complain
These are details on how to make a complaint to Columbia Threadneedle Investments for institutional investors only. If you’re a private investor please contact our Client Service Desk on 0800 953 0134.
At Columbia Threadneedle Investments we take complaints very seriously. If you have a complaint or are dissatisfied please let us know so we can try to put it right. If you wish to complain, please follow the relevant procedure below:
Contact your client service representative
The process to raise complaints may be dealt with in the relevant section of your Investment Management Agreement.
You may contact your usual client service representative who will seek to address your complaint as soon as possible.
Contact the Head of Client Services EMEA
Head of Client Services: Dei McLaughlin
Cannon Place, 78 Cannon Street
London EC4N 6AG
Tel: +44 (0) 207 464 5668
Process
We aim to acknowledge complaints within 24 hours of receipt and provide you with a copy of the Columbia Threadneedle Investments complaint handling procedures within 5 working days. We aim to resolve your complaint within 3 working days. If we cannot resolve your complaint within 3 working days, your complaint will be escalated to the Direct Complaints Review Group. The Direct Complaints Review Group will convene to discuss the response and agree a proposed solution. If you do not accept a proposed resolution, the matter will be escalated to the Columbia Threadneedle Investments Complaints Officer. All complaints will be tracked until your complaint has been satisfied. This does not affect any other legal or statutory rights.
If you are invested in a Luxembourg SICAV or SIF product, the following procedure applies:
Complaints procedure
Post
Threadneedle Management Luxembourg S.A.
Attn. : Complaints Officer
44, rue de la Vallée
L-2661 Luxembourg.
Processing
Escalation
Out-of-court complaint resolution procedure at the CSSF
If, for any reason, the complainant does not receive a satisfactory response, he/she can contact the Commission de Surveillance du Secteur Financier (“CSSF”) at the latest one year after the date on which he/she first filed the complaint with Columbia Threadneedle Investments:
Post
Commission de Surveillance du Secteur Financier
Département Juridique - Service JUR - CC
283, route d’Arlon
L-2991 Luxembourg
Further information from the CSSF can be found on:
http://www.cssf.lu/en/consumer/complaints/
Market Soundings
For any query related to market soundings please contact the following in the first instance:
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About Us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Funds and Prices
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.
Investment Capabilities
Our investment approach is active, client-focused and performance driven. We have built investment capabilities in areas where we have proven expertise, using investment processes that we believe are both repeatable and scalable.
