News and Views

As a reminder to clients who have yet to respond, the pack you received requires your urgent attention, as we are requesting your consent to the appointment of SEI as your custodian. As such, the pack contains the following key documentation: Consent Form, an updated copy of our Terms of Business, along with a Summary of Changes to our Terms of Business and how they affect you. We have simplified these documents for ease, however, if you do have any questions or concerns, please do not hesitate to contact your usual Investment Manager.

Benefits of appointing SEI as custodian include:

Your investments and cash will be held by one of the world’s leading custodians.

Enhanced and flexible reporting.

Enhanced online and mobile access to your portfolio.

Secure online document library and messaging service to access your portfolio valuations, statements, contract notes and tax information reports.

Combined and easier to understand income and capital gains tax reporting.

If you have any further queries, please do not hesitate to contact your investment manager.