Hartley Communication January 2023

Modified on Fri, 28 Jun, 2024 at 12:56 PM

Dear client, 


I trust this email finds you well. 


We have been alerted to a communication that the Hartley Administrators, UHY Hacker Young, have issued to Hartley SIPP account holders providing information around exit and administration charges and transfer options. 


Despite very clear instructions from SS&C Hubwise to both Hartley and the administrators, they have unfortunately included our Partner Firm's clients in this communication distribution. 


Please be assured that we have raised this matter urgently, highlighting the potential concern that this may cause, as well as the DPA breach now that the accounts are no longer held at Hartley. 


Should you receive any queries from clients, please advise that this communication is not applicable to them and that there is no action for them to take. 


We apologise on behalf of UHY for any undue concern caused. 


Kind regards 



Douglas Boyce 


Managing Director

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