Legal
Regulatory information
Last updated
Lozano Ferris works through regulated entities in each country. You can check every registration below with the body that issued it.
Spain
Lozano Ferris Asesores, S.L.P. is registered with the Registro Mercantil de Madrid. Its partners are members of the Colegio de Economistas de Madrid, and the firm is registered in the Registro Oficial de Auditores de Cuentas (ROAC) under number S0000. Its financial advice is registered with the Comisión Nacional del Mercado de Valores (CNMV) under number 000.
United Kingdom
Lozano Ferris LLP is registered in England and Wales (OC000000). Its partners are members of the Institute of Chartered Accountants in England and Wales (ICAEW) and of the Chartered Institute of Taxation. Lozano Ferris Wealth Ltd is authorised and regulated by the Financial Conduct Authority (FRN 000000).
Professional indemnity insurance
Both entities hold professional indemnity insurance that covers the services described on this website. Details of the insurer and the territorial coverage are available on request.
Investment risk
The value of investments can fall as well as rise, and you may get back less than you put in. Past performance is not a reliable guide to future returns. Tax treatment depends on individual circumstances and may change.