Whistleblowing Policy

We are committed to ensuring that unlawful conduct, fraud, misconduct, or wrongdoing is reported and properly dealt with.

We are committed to conducting our business with honesty and integrity, and we expect everyone within 2plan wealth management Ltd to maintain high standards and act in accordance with our values and code of conduct and the FCA’s Code of Conduct.

We encourage and facilitate individuals to report suspected wrongdoing as soon as possible, in the knowledge that their concerns will be taken seriously and investigated as appropriate, and that their confidentiality will be respected.

Raising a concern

You may raise your concerns in several ways:

• Contact the 2plan Money Laundering Reporting Officer on 0113 543 1328.
• Call the whistleblow hotline on 0808-189-1053.
• The whistleblow hotline is an independent hotline managed by Convercent by OneTrust, who will pass your concerns on to the MLRO.
• You can also raise your concerns using the Convercent by Onetrust reporting tool, which can be found here.
• Email whistle.blowing@2plan.com You might like to create an anonymised email address with which to communicate with us.

Any concerns raised will be treated in the strictest confidence, and your identity will not be disclosed without your prior consent.