Disclosures
Regulatory Information
View our regulatory disclosures and policy documents.
MIFIDPRU Disclosure Statement
This document provides required disclosures under the MIFIDPRU regulatory framework.
Last updated: May 2025
Stewardship Code
Our statement on the UK Stewardship Code, describing how we fulfill our responsibilities as stewards of our clients' assets.
Last updated: May 2025
Responsible Investing Policy
An overview of our commitment to responsible investing, including ESG integration and engagement practices.
Last updated: May 2025
Highclere SRD II
Details our compliance with the Shareholder Rights Directive II (SRD II), focusing on shareholder engagement and transparency.
Last updated: May 2025