Legal and regulatory

The UK Stewardship Code

A full copy of Smith & Williamson Investment Management LLP’s statement on The UK Stewardship Code is available to view and download here. A new document for Evelyn Partners will be available in October 2022.

Order Execution Policy

Evelyn Partners maintain the below order execution policies as required under FCA rules for group entities:

A list of execution venues on which the group entities place significant reliance is included as an appendix to each policy.

*excluding Bestinvest

Top 5 Execution Venues – Annual Report

The Annual Report for 2020 can be provided upon request.

Legal Entity Identifiers

The LEIs are available to view here.

Group tax strategy

The Group tax strategy can be downloaded as a PDF here

Pillar 3 disclosures for the year ended 30 April 2021

The document can be downloaded here.

Sustainable Disclosures

You can view our Sustainable Disclosures here