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:
- Evelyn Partners Investment Management LLP and Evelyn Partners Investment Services Limited.
- Evelyn Partners Investment Management Services Limited*, Evelyn Partners Asset Management Limited, Evelyn Partners Discretionary Investment Management Limited and, Evelyn Partners Securities.
A list of execution venues on which the group entities place significant reliance is included as an appendix to each 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.