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 Investment Management LLP and Evelyn Partners Investment Services Limited maintain order execution policies as required under FCA rules Order Execution Policy. A list of execution venues on which Evelyn Partners Investment Management LLP and Evelyn Partners Investment Services Limited place significant reliance is included as an appendix to the policy.

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.

Sustainability Disclosure Policy

You can view our Sustainability Disclosure Policy here.