We are committed to protecting your information and assets from the threats posed by fraud, identity theft and other financial crime. Here is some helpful information to help you prevent a cyber attack and stay safe online.
Over the last few years, our reliance on technology has increased, and it is important to keep yourself safe online and make sure the services you use have adequate security measures in place. Read our top tips to help you be safer online.
Cyber security involves safeguarding computer systems, networks, and software from potent digital threats – called cyber attacks. These threats often aim to steal, amend, or destroy customer data or personal information, demand ransom through malicious software, or disrupt normal business operations.
As our daily dependence on technology continues to grow, the threat of cyber-attacks has become increasingly tangible. At the same time, cyber criminals are becoming more sophisticated, with online scams appearing more convincing – thanks in part to the rise of advanced, machine-learning technology, like artificial intelligence (AI).
In 2025, the well-known retailer Marks & Spencer (M&S) was hit by a sophisticated cyber attack that severely disrupted its business and security operations. The company was forced to suspend online orders for several weeks, with estimated financial losses reaching approximately £300 million. The retailer confirmed there was a data breach as the cyber criminals managed to gain access to M&S’ customer data.
The good news is, there are lots of security measures you can put in place improve your cyber security and help to keep you safe online. Here are seven top tips to help protect yourself.
Financial institutions are often targeted by cyber criminals to gain access control to clients’ assets so we understand that you may have questions about the safety of your investments you hold with us. Please be assured that we treat the security of our clients’ assets and money with the utmost seriousness—as if they were our own. As your trustee, we have robust policies and safeguards in place to ensure your wealth is thoroughly protected.
Learn more: About the security of your investments
Please be assured that the chances of you being approached with any form of fraudulent communication using the Raymond James name are low but we hope that the above information will be useful if you are.
We hope that you will report any suspect messages or communications to us. If they have not originated here, we will share them with the authorities as part of their ongoing efforts against financial crime in the United Kingdom.
Client Access - Raymond James UK is the secure area of the main Raymond James website where you can view your account details.
There are a number of ways you can check that a communication is from us.
Take Five is a national campaign that offers straight-forward and impartial advice to help everyone protect themselves from preventable financial fraud. Led by UK Finance, and backed by Her Majesty’s Government, the campaign is being delivered with and through a range of partners in the UK payments industry, financial services firms, law enforcement agencies, telecommunication providers, commercial, public and third sector organisations.
Raymond James is supporting the ScamSmart campaign from the Financial Conduct Authority (FCA), which aims to help investors stay safe online and avoid becoming the victims of scams.
Though the contact methods used by fraudsters may vary, their tactics remain the same. Be vigilant when making investment decisions and look out for these warning signs.
Unexpected contact
Social pressure
They might tell you other people are interested or have already invested. They may also share fake reviews.
Time pressure
Offers of a bonus or discount if you invest before a set date, or suggestions that the opportunity is only available for a short period.
Seemingly convincing information
Sometimes fraudsters have convincing websites and literature. They might speak with authority on investment products or claim to be regulated.
Flattery
Building a friendship with you to lull you into a false sense of security.
Unrealistic returns
Tempting returns that sound too good to be true… probably are.
Pension fraud
Beware of unsolicited calls offering ‘free’ pension reviews or access to your pension before age 55, pressure to act quickly or promises of unreasonably high returns.
During the heightened investment activity from January to March, exercise extra caution as scammers often exploit the increased interest by launching fake promotions, impersonating legitimate entities, and employing high-pressure tactics.
Reject unexpected offers
Scammers usually cold call, but contact can also come by email, post or word of mouth. If you’ve been offered an investment out of the blue, chances are it’s a high-risk investment or a scam.
Check the FCA Warning List
Use the FCA Warning List to check the risks of a potential investment – you can also search to see if the firm is known to be operating without our authorisation. To check, go to: www.fca.org.uk/scamsmart
Get impartial advice
Get impartial advice before investing. Don’t use an adviser from the firm that contacted you.
Refuse to reveal passwords
Never reveal your passwords or reset them at the request of someone who’s contacted you. If asked by an unsolicited email, always check the sender’s address.
For more information about this campaign, and to access the wealth of resources and information on how to spot and report a scam, go to the FCA website.
Our robust, best-of-breed information technology security standards – incorporating hardware, software and resources – are mandated by the Raymond James Financial global business.
Monitoring and blocking malicious and suspicious activity, triggering immediate intervention and remediation, including any branches that use the Raymond James network equipment.
To scan the Raymond James network from the internet, wireless connections and internally, looking for potential weak points in the systems.
Application-responsive with built-in threat prevention.
Real-time monitoring for suspicious or malicious traffic.
Performed locally, in collaboration with the US, to vet any vendors with whom we intend to conduct business.
Key technology assets are hosted and protected within the Raymond James Private Cloud and the associated data is managed by Raymond James IT.
Hosted in managed data centres, with redundant power and cooling. These centres are off-site meaning that if a location encounters any problem, it’s dealt with in isolation; either IT systems or workplace recovery.
We conduct tests to simulate a data centre or office becoming unavailable, ensuring minimal interruption to business systems.
These workplace recovery locations provide temporary office space, along with all the business tools required for Raymond James to fully operate.
Including support, infrastructure and development teams, as well as application administrators, business analysts, project managers and security officers.
The Board meets regularly to prioritise and plan key business projects, enabling us to deliver enhancements and efficiencies both internally and externally.
Our technological systems are monitored 24 hours a day, 365 days a year, for signs of tampering or unauthorised activity. We use encryption, virtual private networks, penetration/vulnerability testing, and the latest firewall and antivirus technology. We also use email monitoring for regulatory and compliance purposes, while maintaining strict controls to limit and monitor employee access to our systems.
Our information technology professionals constantly research and develop enhancements to keep us at the vanguard of data security.
The world of technology is rapidly evolving and Raymond James has dedicated teams in our service and cyber security centres at our parent company in the US, Raymond James Financial.
Businesses and individuals are facing an increased number of cyber threats on a daily basis. The rigorous measures we have in place allow Raymond James to proactively detect and anticipate cyber threats before they become issues, so we can protect both you and your clients from fraud, data theft and ransomware.
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