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Further to our announcement in the last issue of Investor Insights, we have entered into a partnership with SEI Investments Europe Limited (“SEI”) for the provision of Custody and Clearing services to our clients. Over the coming weeks we will be writing to all affected clients.

The pack you receive will require your attention, as we are requesting your consent to the appointment of SEI as your custodian. As such the pack will contain 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:

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

2. Enhanced and flexible reporting.

3. Enhanced online and mobile access to your portfolio.

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

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

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Important Information

This information is of a general nature and does not constitute an offer to provide services. The opinions and conclusions given here are those of WHIreland and are subject to change without notice. The value of investments or any income arising from them may fluctuate. Past performance is not necessarily a guide to future performance.

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Every effort has been made to ensure the accuracy of the financial information herein but it may be based on unaudited figures, which cannot be guaranteed to be accurate. Past performance is not a guarantee of future performance. The price of shares can go down as well as up and may be affected by changes in rates of exchange. An investor may not get back the amount invested.

This website is aimed only at persons with professional experience of participating in investments and any other person who visits this website should not rely upon it. Services referred to within this site are not available to US persons.

The services referenced within this website should not be regarded as an offer nor a solicitation for such services in any jurisdiction where such activity is unlawful.

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